CRWM
NVBW icon

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

Castle Rock Wealth Management’s Portfolio NVBW Stock Details NVBW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.66M Hold
74,803
– – 0.52% 57
2026
Q1 		$2.5M Hold
74,803
– – 0.54% 54
2025
Q4 		$2.54M Buy
74,803
+33,323
+80% +$1.12M 0.55% 52
2025
Q3 		$1.38M Hold
41,480
– – 0.31% 93
2025
Q2 		$1.35M Hold
41,480
– – 0.32% 91
2025
Q1 		$1.27M Hold
41,480
– – 0.34% 81
2024
Q4 		$1.31M Buy
+41,480
New +$1.28M 0.31% 90

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FHC
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