CRWM
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Castle Rock Wealth Management’s AllianzIM U.S. Equity Buffer20 Jan ETF JANW Stock Holding History

Castle Rock Wealth Management’s Portfolio JANW Stock Details JANW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.22M Sell
31,422
-1,092
-3% -$41.6K 0.24% 110
2026
Q1 		$1.19M Sell
32,514
-294
-0.9% -$10.9K 0.26% 108
2025
Q4 		$1.22M Buy
32,808
+4,596
+16% +$168K 0.26% 105
2025
Q3 		$1.02M Hold
28,212
– – 0.23% 115
2025
Q2 		$996K Hold
28,212
– – 0.23% 111
2025
Q1 		$937K Sell
28,212
-323
-1% -$10.9K 0.25% 103
2024
Q4 		$977K Buy
28,535
+17,730
+164% +$590K 0.23% 107
2024
Q3 		$356K Hold
10,805
– – 0.09% 184
2024
Q2 		$349K Hold
10,805
– – 0.09% 181
2024
Q1 		$337K Buy
+10,805
New +$333K 0.09% 177

Other funds holding JANW

SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
MFN
Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return