AE Wealth Management’s AllianzIM US Equity 6 Month Floor5 Jan/Jul ETF FLJJ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $8.26M | Buy |
272,988
+99,883
| +58% | +$3.02M | 0.06% | 283 |
|
2025
Q1 | $4.87M | Buy |
173,105
+172,955
| +115,303% | +$4.86M | 0.04% | 345 |
|
2024
Q4 | $4.31K | Sell |
150
-12,131
| -99% | -$349K | ﹤0.01% | 1934 |
|
2024
Q3 | $342K | Buy |
+12,281
| New | +$342K | ﹤0.01% | 984 |
|
2024
Q2 | – | Sell |
-83,097
| Closed | -$2.17M | – | 1288 |
|
2024
Q1 | $2.17M | Buy |
+83,097
| New | +$2.17M | 0.02% | 475 |
|