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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$699K	Buy
2025 Q2	$448K	Hold
2025 Q1	$421K	Hold
2024 Q4	$434K	Hold
2024 Q3	$419K	Buy