CRWM
MAYW icon

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

Castle Rock Wealth Management’s Portfolio MAYW Stock Details MAYW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$840K Buy
24,166
+9,239
+62% +$318K 0.16% 136
2026
Q1 		$506K Hold
14,927
– – 0.11% 162
2025
Q4 		$503K Hold
14,927
– – 0.11% 156
2025
Q3 		$492K Hold
14,927
– – 0.11% 157
2025
Q2 		$483K Buy
14,927
+2,466
+20% +$76.4K 0.11% 158
2025
Q1 		$382K Hold
12,461
– – 0.1% 162
2024
Q4 		$387K Hold
12,461
– – 0.09% 166
2024
Q3 		$374K Hold
12,461
– – 0.09% 176
2024
Q2 		$364K Buy
12,461
+3,782
+44% +$108K 0.09% 174
2024
Q1 		$244K Buy
+8,679
New +$239K 0.07% 210

Other funds holding MAYW

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $258M AUM 15.83% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $88.3M AUM 15.23% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Castle Rock Wealth Management's MAYW Position: Q2 2026 in Review

Castle Rock Wealth Management increased its AllianzIM U.S. Equity Buffer20 May ETF (MAYW) stake by 62% in Q2 2026, buying an estimated $318K and bringing the position to 24,166 shares worth $840K. The position accounts for 0.16% of the portfolio, ranked #136.

Castle Rock Wealth Management first reported a position in MAYW in Q1 2024 and has held it in 10 quarters since. 74 funds tracked by Wall St. Rank hold MAYW as of Q2 2026.

  • Castle Rock Wealth Management held 24,166 shares of AllianzIM U.S. Equity Buffer20 May ETF worth $840K as of Q2 2026.
  • Castle Rock Wealth Management bought 9,239 AllianzIM U.S. Equity Buffer20 May ETF shares in Q2 2026, an estimated $318K.
  • AllianzIM U.S. Equity Buffer20 May ETF made up 0.16% of Castle Rock Wealth Management's portfolio in Q2 2026, its #136 holding.
  • Castle Rock Wealth Management first reported a position in AllianzIM U.S. Equity Buffer20 May ETF in Q1 2024 and has held it in 10 quarters since.
  • 74 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 May ETF as of Q2 2026.

Based on Castle Rock Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.