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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
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

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
GCP
Guardian Capital (Pennsylvania) Wexford, Pennsylvania $122M AUM
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
GF
GTS Financial Bloomington, Minnesota $137M AUM

Castle Rock Wealth Management's APRW Position: Q2 2026 in Review

Castle Rock Wealth Management held its AllianzIM U.S. Equity Buffer20 Apr ETF (APRW) position steady in Q2 2026 at 8,975 shares worth $333K. The position accounts for 0.07% of the portfolio, ranked #215.

Castle Rock Wealth Management first reported a position in APRW in Q2 2025 and has held it in 5 quarters since. 68 funds tracked by Wall St. Rank hold APRW as of Q2 2026.

  • Castle Rock Wealth Management held 8,975 shares of AllianzIM U.S. Equity Buffer20 Apr ETF worth $333K as of Q2 2026.
  • Castle Rock Wealth Management left its AllianzIM U.S. Equity Buffer20 Apr ETF share count unchanged in Q2 2026.
  • AllianzIM U.S. Equity Buffer20 Apr ETF made up 0.07% of Castle Rock Wealth Management's portfolio in Q2 2026, its #215 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 5 quarters since.
  • 68 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Apr ETF as of Q2 2026.

Based on Castle Rock Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.