CRWM
MARW icon

Castle Rock Wealth Management’s AllianzIM U.S. Equity 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
2026
Q2 		$1.25M Hold
34,536
– – 0.24% 109
2026
Q1 		$1.18M Buy
34,536
+15,603
+82% +$538K 0.26% 109
2025
Q4 		$654K Sell
18,933
-10,115
-35% -$343K 0.14% 140
2025
Q3 		$977K Hold
29,048
– – 0.22% 118
2025
Q2 		$953K Sell
29,048
-325
-1% -$10.2K 0.22% 116
2025
Q1 		$912K Buy
29,373
+609
+2% +$19.1K 0.25% 105
2024
Q4 		$909K Hold
28,764
– – 0.22% 115
2024
Q3 		$874K Hold
28,764
– – 0.21% 122
2024
Q2 		$850K Sell
28,764
-1,103
-4% -$31.8K 0.21% 120
2024
Q1 		$845K Buy
+29,867
New +$844K 0.23% 119

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SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $813M AUM 27.86% 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
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return