Castle Rock Wealth Management, LLC
Position in JANW — AllianzIM U.S. Equity Buffer20 Jan ETF
CIK 1727605
WALNUT CREEK, CA
All Filings in JANW
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 JANW | $1,186,110 | 32,514 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 JANW | $1,214,224 | 32,808 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 JANW | $1,019,581 | 28,212 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 JANW | $985,558 | 28,212 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 JANW | $936,920 | 28,212 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 JANW | $959,632 | 28,535 | Shares | Sole | 2025-03-05 | |
| 2024-09-30 JANW | $355,916 | 10,805 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 JANW | $347,921 | 10,805 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 JANW | $339,655 | 10,805 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||