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Aegis Wealth Management (Iowa)’s AllianzIM US Equity 6 Month Floor5 Jan/Jul ETF FLJJ Stock Holding History

Aegis Wealth Management (Iowa)’s Portfolio FLJJ Stock Details FLJJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-10,667
Closed -$335K – 126
2026
Q1 		$335K Buy
+10,667
New +$342K 0.26% 74

Other funds holding FLJJ

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Aegis Wealth Management (Iowa)'s FLJJ Position: Q2 2026 in Review

Aegis Wealth Management (Iowa) sold out of AllianzIM US Equity 6 Month Floor5 Jan/Jul ETF (FLJJ) in Q2 2026, closing a stake of 10,667 shares — an estimated $335K sold.

Aegis Wealth Management (Iowa) first reported a position in FLJJ in Q1 2026 and held it in 1 quarter. The position peaked at $335K in Q1 2026. 20 funds tracked by Wall St. Rank hold FLJJ as of Q2 2026.

  • Aegis Wealth Management (Iowa) reported no remaining AllianzIM US Equity 6 Month Floor5 Jan/Jul ETF position as of Q2 2026 after selling out during the quarter.
  • Aegis Wealth Management (Iowa) sold 10,667 AllianzIM US Equity 6 Month Floor5 Jan/Jul ETF shares in Q2 2026, an estimated $335K.
  • Aegis Wealth Management (Iowa) first reported a position in AllianzIM US Equity 6 Month Floor5 Jan/Jul ETF in Q1 2026 and held it in 1 quarter.
  • Aegis Wealth Management (Iowa)'s AllianzIM US Equity 6 Month Floor5 Jan/Jul ETF position peaked at $335K in Q1 2026.
  • 20 funds tracked by Wall St. Rank held AllianzIM US Equity 6 Month Floor5 Jan/Jul ETF as of Q2 2026.

Based on Aegis Wealth Management (Iowa)'s 13F filing for Q2 2026, filed 16 Jul 2026.