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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
Q3 		$247K Hold
6,729
– – 0.05% 243
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

Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

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

Castle Rock Wealth Management held its AllianzIM U.S. Equity Buffer20 Dec ETF (DECW) position steady in Q3 2026 at 6,729 shares worth $247K. The position accounts for 0.05% of the portfolio, ranked #243.

Castle Rock Wealth Management first reported a position in DECW in Q4 2024 and has held it in 7 quarters since. 9 funds tracked by Wall St. Rank hold DECW as of Q3 2026.

  • Castle Rock Wealth Management held 6,729 shares of AllianzIM U.S. Equity Buffer20 Dec ETF worth $247K as of Q3 2026.
  • Castle Rock Wealth Management left its AllianzIM U.S. Equity Buffer20 Dec ETF share count unchanged in Q3 2026.
  • AllianzIM U.S. Equity Buffer20 Dec ETF made up 0.05% of Castle Rock Wealth Management's portfolio in Q3 2026, its #243 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 7 quarters since.
  • 9 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Dec ETF as of Q3 2026.

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