LPL Financial’s AllianzIM U.S. Large Cap Buffer20 Dec ETF DECW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $849K | Buy |
26,862
+14,648
| +120% | +$463K | ﹤0.01% | 3864 |
|
|
2025
Q1 | $366K | Buy |
12,214
+878
| +8% | +$26.3K | ﹤0.01% | 4354 |
|
|
2024
Q4 | $345K | Sell |
11,336
-12,117
| -52% | -$369K | ﹤0.01% | 4310 |
|
|
2024
Q3 | $711K | Buy |
23,453
+2,521
| +12% | +$76.4K | ﹤0.01% | 3661 |
|
|
2024
Q2 | $622K | Buy |
20,932
+4,574
| +28% | +$136K | ﹤0.01% | 3626 |
|
|
2024
Q1 | $475K | Buy |
16,358
+8,943
| +121% | +$260K | ﹤0.01% | 3777 |
|
|
2023
Q4 | $210K | Buy |
+7,415
| New | +$210K | ﹤0.01% | 4294 |
|