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

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FFN
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FHC
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CWS
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IFG
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