CRWM
DECW icon

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

Castle Rock Wealth Management’s Portfolio DECW Stock Details DECW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$240K Hold
6,729
– – 0.05% 247
2026
Q1 		$226K Hold
6,729
– – 0.05% 247
2025
Q4 		$229K Buy
6,729
+237
+4% +$7.93K 0.05% 246
2025
Q3 		$214K Hold
6,492
– – 0.05% 247
2025
Q2 		$208K Buy
+6,492
New +$197K 0.05% 243
2025
Q1 		– Sell
-6,492
Closed -$202K – 228
2024
Q4 		$202K Buy
+6,492
New +$198K 0.05% 232

Other funds holding DECW

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $88.3M AUM 15.23% 1-Year Est. Return
AAM
American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Castle Rock Wealth Management held its AllianzIM U.S. Equity Buffer20 Dec ETF (DECW) position steady in Q2 2026 at 6,729 shares worth $240K. The position accounts for 0.05% of the portfolio, ranked #247.

Castle Rock Wealth Management first reported a position in DECW in Q4 2024 and has held it in 6 quarters since. 85 funds tracked by Wall St. Rank hold DECW as of Q2 2026.

  • Castle Rock Wealth Management held 6,729 shares of AllianzIM U.S. Equity Buffer20 Dec ETF worth $240K as of Q2 2026.
  • Castle Rock Wealth Management left its AllianzIM U.S. Equity Buffer20 Dec ETF share count unchanged in Q2 2026.
  • AllianzIM U.S. Equity Buffer20 Dec ETF made up 0.05% of Castle Rock Wealth Management's portfolio in Q2 2026, its #247 holding.
  • Castle Rock Wealth Management first reported a position in AllianzIM U.S. Equity Buffer20 Dec ETF in Q4 2024 and has held it in 6 quarters since.
  • 85 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Dec ETF as of Q2 2026.

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