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 Q2	$111K	Buy	3,106 +47	+2%	+$1.65K	0.01%	770
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 $21.5B AUM 26.98% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AFS

Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

PIS

POM Investment Strategies Raleigh, North Carolina $88.3M AUM 15.23% 1-Year Est. Return

AAM

American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Creative Financial Designs's DECW Position: Q2 2026 in Review

Creative Financial Designs increased its AllianzIM U.S. Equity Buffer20 Dec ETF (DECW) stake by 1.5% in Q2 2026, buying an estimated $1.65K and bringing the position to 3,106 shares worth $111K. The position accounts for 0.01% of the portfolio, ranked #770.

Creative Financial Designs first reported a position in DECW in Q4 2022 and has held it in 15 quarters since. The position peaked at $189K in Q4 2024. 85 funds tracked by Wall St. Rank hold DECW as of Q2 2026.

Creative Financial Designs held 3,106 shares of AllianzIM U.S. Equity Buffer20 Dec ETF worth $111K as of Q2 2026.
Creative Financial Designs bought 47 AllianzIM U.S. Equity Buffer20 Dec ETF shares in Q2 2026, an estimated $1.65K.
AllianzIM U.S. Equity Buffer20 Dec ETF made up 0.01% of Creative Financial Designs's portfolio in Q2 2026, its #770 holding.
Creative Financial Designs first reported a position in AllianzIM U.S. Equity Buffer20 Dec ETF in Q4 2022 and has held it in 15 quarters since.
Creative Financial Designs's AllianzIM U.S. Equity Buffer20 Dec ETF position peaked at $189K in Q4 2024.
85 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Dec ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.