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Joseph P. Lucia & Associates’s AllianzIM U.S. Equity Buffer20 Dec ETF DECW Stock Holding History

Joseph P. Lucia & Associates’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 		$288K Sell
8,069
-75
-0.9% -$2.63K 0.09% 155
2026
Q1 		$272K Sell
8,144
-290
-3% -$9.85K 0.1% 141
2025
Q4 		$286K Buy
8,434
+129
+2% +$4.32K 0.1% 134
2025
Q3 		$274K Sell
8,305
-980
-11% -$31.6K 0.1% 134
2025
Q2 		$293K Buy
9,285
+825
+10% +$25K 0.12% 121
2025
Q1 		$253K Hold
8,460
– – 0.12% 119
2024
Q4 		$257K Buy
+8,460
New +$258K 0.11% 112

Other funds holding DECW

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
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
A
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
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

Joseph P. Lucia & Associates's DECW Position: Q2 2026 in Review

Joseph P. Lucia & Associates reduced its AllianzIM U.S. Equity Buffer20 Dec ETF (DECW) stake by 0.92% in Q2 2026, selling an estimated $2.63K and leaving 8,069 shares worth $288K. The position accounts for 0.09% of the portfolio, ranked #155.

Joseph P. Lucia & Associates first reported a position in DECW in Q4 2024 and has held it in 7 quarters since. The position peaked at $293K in Q2 2025. 85 funds tracked by Wall St. Rank hold DECW as of Q2 2026.

  • Joseph P. Lucia & Associates held 8,069 shares of AllianzIM U.S. Equity Buffer20 Dec ETF worth $288K as of Q2 2026.
  • Joseph P. Lucia & Associates sold 75 AllianzIM U.S. Equity Buffer20 Dec ETF shares in Q2 2026, an estimated $2.63K.
  • AllianzIM U.S. Equity Buffer20 Dec ETF made up 0.09% of Joseph P. Lucia & Associates's portfolio in Q2 2026, its #155 holding.
  • Joseph P. Lucia & Associates first reported a position in AllianzIM U.S. Equity Buffer20 Dec ETF in Q4 2024 and has held it in 7 quarters since.
  • Joseph P. Lucia & Associates's AllianzIM U.S. Equity Buffer20 Dec ETF position peaked at $293K in Q2 2025.
  • 85 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Dec ETF as of Q2 2026.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.