Ownership history in Castle Rock Wealth Management, LLC · 8 quarters on record
This page tracks every 13F SEC filing in which Castle Rock Wealth Management, LLC reported a position in AIM ETF PRODUCTS TRUST (MAYW). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | UNCHANGED | 14,927 | — | 0% | 0.11% | $503K | $33.55 |
| 2025 Q3 | UNCHANGED | 14,927 | — | 0% | 0.11% | $492K | $32.95 |
| 2025 Q2 | ADDED | 14,927 | +2,466 | +19.8% | 0.11% | $483K | $32.16 |
| 2025 Q1 | UNCHANGED | 12,461 | — | 0% | 0.10% | $382K | $30.64 |
As of 2025 Q4 — sorted by position size