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

Lloyd 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 Q2	$966K	Buy	27,102 +23,229	+600%	+$815K	0.37%	41
2026 Q1	$129K	Sell	3,873 -24,127	-86%	-$819K	0.04%	192
2025 Q4	$950K	Sell	28,000 -492,386	-95%	-$16.5M	0.37%	43
2025 Q3	$17.2M	Sell	520,386 -31,009	-6%	-$1M	8.08%	3
2025 Q2	$17.4M	Sell	551,395 -22,327	-4%	-$677K	8.42%	2
2025 Q1	$17.2M	Sell	573,722 -19,508	-3%	-$596K	8.63%	2
2024 Q4	$18M	Buy	+593,230	New	+$18.1M	8.55%	2
2024 Q1	–	Sell	-96,816	Closed	-$2.75M	–	136
2023 Q4	$2.75M	Buy	+96,816	New	+$2.62M	1.3%	17
2022 Q4	$4.78M	Buy	+195,964	New	+$4.82M	3.33%	7

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

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

KAS

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

FWM

FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return

OWA

Outlook Wealth Advisors Shenandoah, Texas $463M AUM 26.46% 1-Year Est. Return

Lloyd Advisory Services's DECW Position: Q2 2026 in Review

Lloyd Advisory Services increased its AllianzIM U.S. Equity Buffer20 Dec ETF (DECW) stake by 600% in Q2 2026, buying an estimated $815K and bringing the position to 27,102 shares worth $966K. The position accounts for 0.37% of the portfolio, ranked #41.

Lloyd Advisory Services first reported a position in DECW in Q4 2022 and has held it in 9 quarters since. The position peaked at $18M in Q4 2024. 55 funds tracked by Wall St. Rank hold DECW as of Q2 2026.

Lloyd Advisory Services held 27,102 shares of AllianzIM U.S. Equity Buffer20 Dec ETF worth $966K as of Q2 2026.
Lloyd Advisory Services bought 23,229 AllianzIM U.S. Equity Buffer20 Dec ETF shares in Q2 2026, an estimated $815K.
AllianzIM U.S. Equity Buffer20 Dec ETF made up 0.37% of Lloyd Advisory Services's portfolio in Q2 2026, its #41 holding.
Lloyd Advisory Services first reported a position in AllianzIM U.S. Equity Buffer20 Dec ETF in Q4 2022 and has held it in 9 quarters since.
Lloyd Advisory Services's AllianzIM U.S. Equity Buffer20 Dec ETF position peaked at $18M in Q4 2024.
55 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Dec ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.