Long Island Wealth Management’s AllianzIM U.S. Equity Buffer20 Dec ETF DECW Stock Holding History

Long Island Wealth Management’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	$368K	Hold	11,000	–	–	0.17%	62
2025 Q4	$373K	Hold	11,000	–	–	0.18%	64
2025 Q3	$363K	Hold	11,000	–	–	0.18%	65
2025 Q2	$348K	Hold	11,000	–	–	0.18%	65
2025 Q1	$329K	Buy	11,000 +1,200	+12%	+$36.6K	0.2%	64
2024 Q4	$298K	Hold	9,800	–	–	0.19%	61
2024 Q3	$297K	Hold	9,800	–	–	0.2%	59
2024 Q2	$291K	Hold	9,800	–	–	0.21%	61
2024 Q1	$284K	Hold	9,800	–	–	0.2%	64
2023 Q4	$278K	Buy	+9,800	New	+$266K	0.2%	66

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

Long Island Wealth Management's DECW Position: Q1 2026 in Review

Long Island Wealth Management held its AllianzIM U.S. Equity Buffer20 Dec ETF (DECW) position steady in Q1 2026 at 11,000 shares worth $368K. The position accounts for 0.17% of the portfolio, ranked #62.

Long Island Wealth Management first reported a position in DECW in Q4 2023 and has held it in 10 quarters since. The position peaked at $373K in Q4 2025. 81 funds tracked by Wall St. Rank hold DECW as of Q1 2026.

Long Island Wealth Management held 11,000 shares of AllianzIM U.S. Equity Buffer20 Dec ETF worth $368K as of Q1 2026.
Long Island Wealth Management left its AllianzIM U.S. Equity Buffer20 Dec ETF share count unchanged in Q1 2026.
AllianzIM U.S. Equity Buffer20 Dec ETF made up 0.17% of Long Island Wealth Management's portfolio in Q1 2026, its #62 holding.
Long Island Wealth Management first reported a position in AllianzIM U.S. Equity Buffer20 Dec ETF in Q4 2023 and has held it in 10 quarters since.
Long Island Wealth Management's AllianzIM U.S. Equity Buffer20 Dec ETF position peaked at $373K in Q4 2025.
81 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Dec ETF as of Q1 2026.

Based on Long Island Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.