CRWM
FEBW icon

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

Castle Rock Wealth Management’s Portfolio FEBW Stock Details FEBW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$304K Buy
8,536
+775
+10% +$27.2K 0.06% 226
2026
Q1 		$261K Hold
7,761
– – 0.06% 233
2025
Q4 		$265K Sell
7,761
-662
-8% -$22.1K 0.06% 231
2025
Q3 		$279K Hold
8,423
– – 0.06% 217
2025
Q2 		$272K Sell
8,423
-3,221
-28% -$98.9K 0.06% 219
2025
Q1 		$355K Buy
11,644
+3,780
+48% +$117K 0.1% 171
2024
Q4 		$247K Buy
+7,864
New +$242K 0.06% 212

Other funds holding FEBW

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $88.3M AUM 15.23% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return
AAM
American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $463M AUM 26.46% 1-Year Est. Return

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

Castle Rock Wealth Management increased its AllianzIM U.S. Equity Buffer20 Feb ETF (FEBW) stake by 10% in Q2 2026, buying an estimated $27.2K and bringing the position to 8,536 shares worth $304K. The position accounts for 0.06% of the portfolio, ranked #226.

Castle Rock Wealth Management first reported a position in FEBW in Q4 2024 and has held it in 7 quarters since. The position peaked at $355K in Q1 2025. 66 funds tracked by Wall St. Rank hold FEBW as of Q2 2026.

  • Castle Rock Wealth Management held 8,536 shares of AllianzIM U.S. Equity Buffer20 Feb ETF worth $304K as of Q2 2026.
  • Castle Rock Wealth Management bought 775 AllianzIM U.S. Equity Buffer20 Feb ETF shares in Q2 2026, an estimated $27.2K.
  • AllianzIM U.S. Equity Buffer20 Feb ETF made up 0.06% of Castle Rock Wealth Management's portfolio in Q2 2026, its #226 holding.
  • Castle Rock Wealth Management first reported a position in AllianzIM U.S. Equity Buffer20 Feb ETF in Q4 2024 and has held it in 7 quarters since.
  • Castle Rock Wealth Management's AllianzIM U.S. Equity Buffer20 Feb ETF position peaked at $355K in Q1 2025.
  • 66 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Feb ETF as of Q2 2026.

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