LPL Financial
DECW icon

LPL Financial’s AllianzIM U.S. Equity Buffer20 Dec ETF DECW Stock Holding History

LPL Financial’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 		$7.82M Sell
234,098
-1,671
-0.7% -$56.8K ﹤0.01% 2214
2025
Q4 		$8M Buy
235,769
+115,283
+96% +$3.86M ﹤0.01% 2117
2025
Q3 		$3.97M Buy
120,486
+93,624
+349% +$3.02M ﹤0.01% 2677
2025
Q2 		$849K Buy
26,862
+14,648
+120% +$444K ﹤0.01% 3902
2025
Q1 		$366K Buy
12,214
+878
+8% +$26.8K ﹤0.01% 4442
2024
Q4 		$345K Sell
11,336
-12,117
-52% -$370K ﹤0.01% 4397
2024
Q3 		$711K Buy
23,453
+2,521
+12% +$75.4K ﹤0.01% 3710
2024
Q2 		$622K Buy
20,932
+4,574
+28% +$134K ﹤0.01% 3677
2024
Q1 		$475K Buy
16,358
+8,943
+121% +$255K ﹤0.01% 3827
2023
Q4 		$210K Buy
+7,415
New +$201K ﹤0.01% 4354

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 $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
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
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
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

LPL Financial's DECW Position: Q1 2026 in Review

LPL Financial reduced its AllianzIM U.S. Equity Buffer20 Dec ETF (DECW) stake by 0.71% in Q1 2026, selling an estimated $56.8K and leaving 234,098 shares worth $7.82M. The position accounts for ﹤0.01% of the portfolio, ranked #2214.

LPL Financial first reported a position in DECW in Q4 2023 and has held it in 10 quarters since. The position peaked at $8M in Q4 2025. 81 funds tracked by Wall St. Rank hold DECW as of Q1 2026.

  • LPL Financial held 234,098 shares of AllianzIM U.S. Equity Buffer20 Dec ETF worth $7.82M as of Q1 2026.
  • LPL Financial sold 1,671 AllianzIM U.S. Equity Buffer20 Dec ETF shares in Q1 2026, an estimated $56.8K.
  • AllianzIM U.S. Equity Buffer20 Dec ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2214 holding.
  • LPL Financial first reported a position in AllianzIM U.S. Equity Buffer20 Dec ETF in Q4 2023 and has held it in 10 quarters since.
  • LPL Financial's AllianzIM U.S. Equity Buffer20 Dec ETF position peaked at $8M in Q4 2025.
  • 81 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Dec ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.