Cypress Wealth Services, LLC DECW — AIM ETF PRODUCTS TRUST

Ownership history in Cypress Wealth Services, LLC  ·  7 quarters on record

AI Ownership Summary

Cypress Wealth Services, LLC reported AIM ETF PRODUCTS TRUST (DECW) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.23% in 2025 Q1. The latest visible filing shows DECW at 0.11% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DECW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cypress Wealth Services, LLC's position in AIM ETF PRODUCTS TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

DECW was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.23% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DECW stock page Cypress Wealth Services, LLC fund profile Cypress Wealth Services, LLC full holdings
How Cypress Wealth Services, LLC held DECW — position size vs. price
% of Fund (quarterly)    DECW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 24,866 -8,044 -24.4% 0.11% $886K 2026-07-13 $35.77
2026 Q1 REDUCED — — — 32,910 -1,637 -4.7% 0.16% $1.1M 2026-04-15 $34.58
2025 Q4 REDUCED 8.6% -1.6% ✅ 34,547 -3,253 -8.6% 0.16% $1.2M 2026-01-14 $34.13
2025 Q3 UNCHANGED — — — 37,800 — 0% 0.20% $1.2M 2025-10-15 $32.99
2025 Q2 UNCHANGED — — — 37,800 — 0% 0.21% $1.2M 2025-07-28 $32.08
2025 Q1 ADDED — — — 37,800 +29,657 +364.2% 0.23% $1.1M 2025-04-10 $29.10
2024 Q4 INITIATED — — — 8,143 — — 0.05% $248K 2025-01-15 $30.59

🏢 Other funds also holding DECW

As of 2026 Q2 — sorted by position size

ACCESS FINANCIAL SERVICES, INC. 3Y 7Y 2.57% Aegis Wealth Management, Inc. 0.92% Spire Wealth Management 3Y 0.08% First Heartland Consultants, Inc. 3Y 7Y 0.07% Castle Rock Wealth Management, LLC 3Y 7Y 0.05% Patriot Financial Group Insurance Agency, LLC 3Y 7Y 0.04% Focus Financial Network, Inc. 0.04% PFG Advisors 3Y 7Y 0.03% Farther Finance Advisors, LLC 0.01% Decker Retirement Planning Inc. 0.01%

FAQ About Cypress Wealth Services, LLC and DECW

These are the practical questions this page is built to answer before you even open the full history table.

How long has Cypress Wealth Services, LLC reported owning DECW?

Cypress Wealth Services, LLC reported DECW across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported DECW position in Cypress Wealth Services, LLC's portfolio?

The largest reported portfolio weight for DECW was 0.23% in 2025 Q1.

What is the latest reported DECW position on this page?

The most recent filing on this page is 2026 Q2, when Cypress Wealth Services, LLC reported 24,866 shares, equal to 0.11% of portfolio, with an estimated market value of $886K.

What does the chart on this DECW ownership page compare?

The chart compares Cypress Wealth Services, LLC's quarterly DECW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Cypress Wealth Services, LLC time their DECW position?

Based on 13F filing dates vs. subsequent DECW price moves, Cypress Wealth Services, LLC correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on DECW relative to SPY over the holding period was -6.2%.

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