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Westshore Wealth’s AllianzIM U.S. Equity Buffer20 Dec ETF DECW Stock Holding History

Westshore Wealth’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 		$843K Buy
25,223
+524
+2% +$17.8K 0.3% 35
2025
Q4 		$838K Buy
+24,699
New +$826K 0.28% 35

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
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
LPL Financial
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 $88.3M AUM 14.86% 1-Year Est. Return
AAM
American Asset Management Boca Raton, Florida $123M AUM 12.5% 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

Westshore Wealth's DECW Position: Q1 2026 in Review

Westshore Wealth increased its AllianzIM U.S. Equity Buffer20 Dec ETF (DECW) stake by 2.1% in Q1 2026, buying an estimated $17.8K and bringing the position to 25,223 shares worth $843K. The position accounts for 0.3% of the portfolio, ranked #35.

Westshore Wealth first reported a position in DECW in Q4 2025 and has held it in 2 quarters since. 81 funds tracked by Wall St. Rank hold DECW as of Q1 2026.

  • Westshore Wealth held 25,223 shares of AllianzIM U.S. Equity Buffer20 Dec ETF worth $843K as of Q1 2026.
  • Westshore Wealth bought 524 AllianzIM U.S. Equity Buffer20 Dec ETF shares in Q1 2026, an estimated $17.8K.
  • AllianzIM U.S. Equity Buffer20 Dec ETF made up 0.3% of Westshore Wealth's portfolio in Q1 2026, its #35 holding.
  • Westshore Wealth first reported a position in AllianzIM U.S. Equity Buffer20 Dec ETF in Q4 2025 and has held it in 2 quarters since.
  • 81 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Dec ETF as of Q1 2026.

Based on Westshore Wealth's 13F filing for Q1 2026, filed 27 May 2026.