Castle Rock Wealth Management’s AllianzIM U.S. Large Cap Buffer20 Mar ETF MARW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$977K	Hold
2025 Q2	$953K	Sell
2025 Q1	$912K	Buy
2024 Q4	$909K	Hold
2024 Q3	$874K	Hold
2024 Q2	$850K	Sell
2024 Q1	$845K	Buy