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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$2.54M	Buy
2025 Q3	$1.38M	Hold
2025 Q2	$1.35M	Hold
2025 Q1	$1.27M	Hold
2024 Q4	$1.31M	Buy