CAS
DECW icon

Coppell Advisory Solutions’s AllianzIM U.S. Equity Buffer20 Dec ETF DECW Stock Holding History

Coppell Advisory Solutions’s Portfolio DECW Stock Details DECW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-157
Closed -$4.78K – 678
2024
Q4 		$4.78K Sell
157
-1
-0.6% -$31 ﹤0.01% 1336
2024
Q3 		$4.79K Hold
158
– – ﹤0.01% 1269
2024
Q2 		$4.69K Buy
+158
New +$4.62K ﹤0.01% 1213

Other funds holding DECW

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $80.8M AUM 9.88% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $328M AUM 17.54% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AAM
American Asset Management Boca Raton, Florida $115M AUM 12.06% 1-Year Est. Return

Coppell Advisory Solutions's DECW Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of AllianzIM U.S. Equity Buffer20 Dec ETF (DECW) in Q1 2025, closing a stake of 157 shares — an estimated $4.78K sold.

Coppell Advisory Solutions first reported a position in DECW in Q2 2024 and held it in 3 quarters. The position peaked at $4.79K in Q3 2024. 76 funds tracked by Wall St. Rank hold DECW as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining AllianzIM U.S. Equity Buffer20 Dec ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 157 AllianzIM U.S. Equity Buffer20 Dec ETF shares in Q1 2025, an estimated $4.78K.
  • Coppell Advisory Solutions first reported a position in AllianzIM U.S. Equity Buffer20 Dec ETF in Q2 2024 and held it in 3 quarters.
  • Coppell Advisory Solutions's AllianzIM U.S. Equity Buffer20 Dec ETF position peaked at $4.79K in Q3 2024.
  • 76 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Dec ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.