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Showing 8 of 15 quarters

Position history for Kestra Advisory Services, LLCKestra Advisory Services, LLC's holdings in ALLIANZIM U.S. EQUITY BUFFER20 DEC ETF

Kestra Advisory Services, LLC holds 138,677 shares of DECW (ALLIANZIM U.S. EQUITY BUFFER20 DEC ETF), worth $4.9M as of 2026-Q2. The position was decreased (-3.7% shares). DECW represents 0.0% of Kestra Advisory Services, LLC's portfolio.

Current Value

$4.9M

Current Shares

138,677

Total Value Change

+$2.7M

Total Shares Change

+63,193

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
138,677
-3.7%
$4.9M0.0%$35.65
0
2026-Q1
Increased
143,956
+9.1%
$4.8M0.0%$33.95
29
2025-Q4
Increased
131,968
+10.1%
$4.5M0.0%$34.04
30
2025-Q3
Decreased
119,849
-12.0%
$4M0.0%$32.94
0
2025-Q2
Decreased
136,185
-1.8%
$4.3M0.0%$31.47
0
2025-Q1
Increased
138,735
+0.1%
$4.2M0.0%$29.89
27
2024-Q4
Increased
138,632
+83.7%
$4.2M0.0%$30.47
41
2024-Q3
Decreased
75,484
-8.0%
$2.3M0.0%$30.30
0

Other major holders of DECW: AE Wealth Management LLC

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