Cypress Wealth Services’s AllianzIM U.S. Equity Buffer20 Dec ETF DECW Stock Holding History

Cypress Wealth Services’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	$886K	Sell	24,866 -8,044	-24%	-$282K	0.11%	146
2026 Q1	$1.1M	Sell	32,910 -1,637	-5%	-$55.6K	0.16%	107
2025 Q4	$1.17M	Sell	34,547 -3,253	-9%	-$109K	0.16%	106
2025 Q3	$1.25M	Hold	37,800	–	–	0.2%	86
2025 Q2	$1.19M	Hold	37,800	–	–	0.21%	86
2025 Q1	$1.13M	Buy	37,800 +29,657	+364%	+$906K	0.23%	81
2024 Q4	$248K	Buy	+8,143	New	+$249K	0.05%	238

Other funds holding DECW

AFS

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

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

AWMI

Aegis Wealth Management (Iowa) Guthrie Center, Iowa $155M AUM

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Cypress Wealth Services's DECW Position: Q2 2026 in Review

Cypress Wealth Services reduced its AllianzIM U.S. Equity Buffer20 Dec ETF (DECW) stake by 24% in Q2 2026, selling an estimated $282K and leaving 24,866 shares worth $886K. The position accounts for 0.11% of the portfolio, ranked #146.

Cypress Wealth Services first reported a position in DECW in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.25M in Q3 2025. 13 funds tracked by Wall St. Rank hold DECW as of Q2 2026.

Cypress Wealth Services held 24,866 shares of AllianzIM U.S. Equity Buffer20 Dec ETF worth $886K as of Q2 2026.
Cypress Wealth Services sold 8,044 AllianzIM U.S. Equity Buffer20 Dec ETF shares in Q2 2026, an estimated $282K.
AllianzIM U.S. Equity Buffer20 Dec ETF made up 0.11% of Cypress Wealth Services's portfolio in Q2 2026, its #146 holding.
Cypress Wealth Services first reported a position in AllianzIM U.S. Equity Buffer20 Dec ETF in Q4 2024 and has held it in 7 quarters since.
Cypress Wealth Services's AllianzIM U.S. Equity Buffer20 Dec ETF position peaked at $1.25M in Q3 2025.
13 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Dec ETF as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.