CRWM
APRW icon

Castle Rock Wealth Management’s AllianzIM U.S. Equity Buffer20 Apr ETF APRW Stock Holding History

Castle Rock Wealth Management’s Portfolio APRW Stock Details APRW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$341K Hold
8,975
– – 0.06% 203
2026
Q2 		$333K Hold
8,975
– – 0.07% 215
2026
Q1 		$319K Buy
8,975
+2,266
+34% +$79.5K 0.07% 212
2025
Q4 		$235K Hold
6,709
– – 0.05% 242
2025
Q3 		$230K Hold
6,709
– – 0.05% 239
2025
Q2 		$225K Buy
+6,709
New +$217K 0.05% 232

Other funds holding APRW

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
MFN
Midwest Financial Network Tinley Park, Illinois $147M AUM 9.39% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Castle Rock Wealth Management's APRW Position: Q3 2026 in Review

Castle Rock Wealth Management held its AllianzIM U.S. Equity Buffer20 Apr ETF (APRW) position steady in Q3 2026 at 8,975 shares worth $341K. The position accounts for 0.06% of the portfolio, ranked #203.

Castle Rock Wealth Management first reported a position in APRW in Q2 2025 and has held it in 6 quarters since. 7 funds tracked by Wall St. Rank hold APRW as of Q3 2026.

  • Castle Rock Wealth Management held 8,975 shares of AllianzIM U.S. Equity Buffer20 Apr ETF worth $341K as of Q3 2026.
  • Castle Rock Wealth Management left its AllianzIM U.S. Equity Buffer20 Apr ETF share count unchanged in Q3 2026.
  • AllianzIM U.S. Equity Buffer20 Apr ETF made up 0.06% of Castle Rock Wealth Management's portfolio in Q3 2026, its #203 holding.
  • Castle Rock Wealth Management first reported a position in AllianzIM U.S. Equity Buffer20 Apr ETF in Q2 2025 and has held it in 6 quarters since.
  • 7 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Apr ETF as of Q3 2026.

Based on Castle Rock Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.