LRWM
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Lord & Richards Wealth Management’s AllianzIM U.S. Equity Buffer20 Dec ETF DECW Stock Holding History

Lord & Richards 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
2025
Q2 		– Sell
-28,218
Closed -$845K – 74
2025
Q1 		$845K Buy
28,218
+875
+3% +$26.7K 0.96% 34
2024
Q4 		$832K Buy
+27,343
New +$835K 1.76% 17

Other funds holding DECW

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return
AAM
American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return

Lord & Richards Wealth Management's DECW Position: Q2 2025 in Review

Lord & Richards Wealth Management sold out of AllianzIM U.S. Equity Buffer20 Dec ETF (DECW) in Q2 2025, closing a stake of 28,218 shares — an estimated $845K sold.

Lord & Richards Wealth Management first reported a position in DECW in Q4 2024 and held it in 2 quarters. The position peaked at $845K in Q1 2025. 74 funds tracked by Wall St. Rank hold DECW as of Q2 2025.

  • Lord & Richards Wealth Management reported no remaining AllianzIM U.S. Equity Buffer20 Dec ETF position as of Q2 2025 after selling out during the quarter.
  • Lord & Richards Wealth Management sold 28,218 AllianzIM U.S. Equity Buffer20 Dec ETF shares in Q2 2025, an estimated $845K.
  • Lord & Richards Wealth Management first reported a position in AllianzIM U.S. Equity Buffer20 Dec ETF in Q4 2024 and held it in 2 quarters.
  • Lord & Richards Wealth Management's AllianzIM U.S. Equity Buffer20 Dec ETF position peaked at $845K in Q1 2025.
  • 74 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Dec ETF as of Q2 2025.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.