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

Creative Planning’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	$406K	Sell	11,380 -350	-3%	-$12.3K	﹤0.01%	3350
2026 Q1	$392K	Buy	11,730 +350	+3%	+$11.9K	﹤0.01%	3214
2025 Q4	$386K	Sell	11,380 -8,534	-43%	-$286K	﹤0.01%	3052
2025 Q3	$657K	Buy	19,914 +8,534	+75%	+$275K	﹤0.01%	2487
2025 Q2	$360K	Hold	11,380	–	–	﹤0.01%	2750
2025 Q1	$341K	Buy	+11,380	New	+$348K	﹤0.01%	2635

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 Planning's DECW Position: Q2 2026 in Review

Creative Planning reduced its AllianzIM U.S. Equity Buffer20 Dec ETF (DECW) stake by 3% in Q2 2026, selling an estimated $12.3K and leaving 11,380 shares worth $406K. The position accounts for ﹤0.01% of the portfolio, ranked #3350.

Creative Planning first reported a position in DECW in Q1 2025 and has held it in 6 quarters since. The position peaked at $657K in Q3 2025. 84 funds tracked by Wall St. Rank hold DECW as of Q2 2026.

Creative Planning held 11,380 shares of AllianzIM U.S. Equity Buffer20 Dec ETF worth $406K as of Q2 2026.
Creative Planning sold 350 AllianzIM U.S. Equity Buffer20 Dec ETF shares in Q2 2026, an estimated $12.3K.
AllianzIM U.S. Equity Buffer20 Dec ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3350 holding.
Creative Planning first reported a position in AllianzIM U.S. Equity Buffer20 Dec ETF in Q1 2025 and has held it in 6 quarters since.
Creative Planning's AllianzIM U.S. Equity Buffer20 Dec ETF position peaked at $657K in Q3 2025.
84 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Dec ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.