Kestra Advisory Services’s AllianzIM U.S. Equity Buffer20 Dec ETF DECW Stock Holding History

Kestra Advisory 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 Q1	$4.81M	Buy	143,956 +11,988	+9%	+$407K	0.02%	812
2025 Q4	$4.48M	Buy	131,968 +12,119	+10%	+$406K	0.02%	795
2025 Q3	$3.95M	Sell	119,849 -16,336	-12%	-$527K	0.02%	801
2025 Q2	$4.3M	Sell	136,185 -2,550	-2%	-$77.3K	0.02%	711
2025 Q1	$4.16M	Buy	138,735 +103	+0.1%	+$3.15K	0.02%	653
2024 Q4	$4.22M	Buy	138,632 +63,148	+84%	+$1.93M	0.02%	646
2024 Q3	$2.29M	Sell	75,484 -6,599	-8%	-$197K	0.01%	892
2024 Q2	$2.44M	Sell	82,083 -1,956	-2%	-$57.1K	0.01%	864
2024 Q1	$2.44M	Sell	84,039 -15,366	-15%	-$439K	0.02%	791
2023 Q4	$2.82M	Buy	99,405 +19,422	+24%	+$526K	0.02%	655
2023 Q3	$2.1M	Sell	79,983 -16,256	-17%	-$438K	0.02%	668
2023 Q2	$2.59M	Sell	96,239 -484,054	-83%	-$12.5M	0.03%	585
2023 Q1	$14.8M	Buy	580,293 +137,917	+31%	+$3.46M	0.16%	140
2022 Q4	$10.8M	Buy	+442,376	New	+$10.9M	0.1%	242

Other funds holding DECW

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AFS

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

LPL Financial San Diego, California $377B 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

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Kestra Advisory Services's DECW Position: Q1 2026 in Review

Kestra Advisory Services increased its AllianzIM U.S. Equity Buffer20 Dec ETF (DECW) stake by 9.1% in Q1 2026, buying an estimated $407K and bringing the position to 143,956 shares worth $4.81M. The position accounts for 0.02% of the portfolio, ranked #812.

Kestra Advisory Services first reported a position in DECW in Q4 2022 and has held it in 14 quarters since. The position peaked at $14.8M in Q1 2023. 81 funds tracked by Wall St. Rank hold DECW as of Q1 2026.

Kestra Advisory Services held 143,956 shares of AllianzIM U.S. Equity Buffer20 Dec ETF worth $4.81M as of Q1 2026.
Kestra Advisory Services bought 11,988 AllianzIM U.S. Equity Buffer20 Dec ETF shares in Q1 2026, an estimated $407K.
AllianzIM U.S. Equity Buffer20 Dec ETF made up 0.02% of Kestra Advisory Services's portfolio in Q1 2026, its #812 holding.
Kestra Advisory Services first reported a position in AllianzIM U.S. Equity Buffer20 Dec ETF in Q4 2022 and has held it in 14 quarters since.
Kestra Advisory Services's AllianzIM U.S. Equity Buffer20 Dec ETF position peaked at $14.8M in Q1 2023.
81 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Dec ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.