CRWM
OCTW icon

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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$448K Hold
11,978
– – 0.1% 163
2025
Q1 		$421K Hold
11,978
– – 0.11% 157
2024
Q4 		$434K Hold
11,978
– – 0.1% 153
2024
Q3 		$419K Buy
+11,978
New +$419K 0.1% 165