Castle Rock Wealth Management’s AllianzIM U.S. Large Cap Buffer20 Aug ETF AUGW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.38M Buy
2025
Q2
$979K Hold
2025
Q1
$909K Hold
2024
Q4
$939K Sell
2024
Q3
$925K Buy