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

Castle Rock Wealth Management’s Portfolio JULW Stock Details JULW Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$966K	Hold
2025 Q3	$945K	Sell
2025 Q2	$934K	Sell
2025 Q1	$876K	Hold
2024 Q4	$910K	Sell
2024 Q3	$880K	Buy