CFD
DECW icon

Creative Financial Designs’s AllianzIM U.S. Equity Buffer20 Dec ETF DECW Stock Holding History

Creative Financial Designs’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
2026
Q1 		$102K Sell
3,059
-408
-12% -$13.9K 0.01% 683
2025
Q4 		$118K Sell
3,467
-1,982
-36% -$66.3K 0.01% 621
2025
Q3 		$180K Buy
5,449
+41
+0.8% +$1.32K 0.01% 497
2025
Q2 		$171K Sell
5,408
-793
-13% -$24K 0.01% 526
2025
Q1 		$186K Hold
6,201
– – 0.01% 463
2024
Q4 		$189K Buy
6,201
+1,300
+27% +$39.7K 0.02% 450
2024
Q3 		$149K Buy
4,901
+1,739
+55% +$52K 0.01% 515
2024
Q2 		$93.9K Hold
3,162
– – 0.01% 593
2024
Q1 		$91.8K Buy
3,162
+12
+0.4% +$343 0.01% 584
2023
Q4 		$89.3K Sell
3,150
-100
-3% -$2.71K 0.01% 559
2023
Q3 		$85.3K Hold
3,250
– – 0.01% 516
2023
Q2 		$87.3K Hold
3,250
– – 0.01% 515
2023
Q1 		$83K Hold
3,250
– – 0.01% 492
2022
Q4 		$79.3K Buy
+3,250
New +$80K 0.01% 490

Other funds holding DECW

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $282M AUM 12.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $80.5M AUM 16.64% 1-Year Est. Return
AAM
American Asset Management Boca Raton, Florida $115M AUM 12.06% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return