CRWM
JULW icon

Castle Rock Wealth Management’s AllianzIM US Large Cap Buffer20 Jul ETF JULW Stock Holding History

Castle Rock Wealth Management’s Portfolio JULW Stock Details JULW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$934K Sell
24,919
-493
-2% -$18.5K 0.22% 118
2025
Q1 		$876K Hold
25,412
– – 0.24% 110
2024
Q4 		$910K Sell
25,412
-159
-0.6% -$5.7K 0.22% 114
2024
Q3 		$880K Buy
+25,571
New +$880K 0.21% 120