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Oliver Lagore Vanvalin Investment Group’s AllianzIM U.S. Equity Buffer20 Dec ETF DECW Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
2024
Q4 		$852 Hold
28
– – ﹤0.01% 618
2024
Q3 		$848 Hold
28
– – ﹤0.01% 617
2024
Q2 		$831 Hold
28
– – ﹤0.01% 653
2024
Q1 		$813 Sell
28
-153
-85% -$4.37K ﹤0.01% 656
2023
Q4 		$5.13K Sell
181
-52
-22% -$1.41K ﹤0.01% 518
2023
Q3 		$6.12K Sell
233
-2,620
-92% -$70.7K ﹤0.01% 513
2023
Q2 		$76.7K Buy
+2,853
New +$74K 0.03% 201

Other funds holding DECW

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 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 $80.8M AUM 9.88% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $328M AUM 17.54% 1-Year Est. Return
AAM
American Asset Management Boca Raton, Florida $115M AUM 12.06% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's DECW Position: Q4 2024 in Review

Oliver Lagore Vanvalin Investment Group held its AllianzIM U.S. Equity Buffer20 Dec ETF (DECW) position steady in Q4 2024 at 28 shares worth $852. The position accounts for ﹤0.01% of the portfolio, ranked #618.

Oliver Lagore Vanvalin Investment Group first reported a position in DECW in Q2 2023 and has held it in 7 quarters since. The position peaked at $76.7K in Q2 2023. 74 funds tracked by Wall St. Rank hold DECW as of Q4 2024.

  • Oliver Lagore Vanvalin Investment Group held 28 shares of AllianzIM U.S. Equity Buffer20 Dec ETF worth $852 as of Q4 2024.
  • Oliver Lagore Vanvalin Investment Group left its AllianzIM U.S. Equity Buffer20 Dec ETF share count unchanged in Q4 2024.
  • AllianzIM U.S. Equity Buffer20 Dec ETF made up ﹤0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q4 2024, its #618 holding.
  • Oliver Lagore Vanvalin Investment Group first reported a position in AllianzIM U.S. Equity Buffer20 Dec ETF in Q2 2023 and has held it in 7 quarters since.
  • Oliver Lagore Vanvalin Investment Group's AllianzIM U.S. Equity Buffer20 Dec ETF position peaked at $76.7K in Q2 2023.
  • 74 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Dec ETF as of Q4 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q4 2024, filed 1 Apr 2025.