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Aspire Wealth Management’s AllianzIM US Equity 6 Month Floor5 Apr/Oct ETF FLAO Stock Holding History

Aspire Wealth Management’s Portfolio FLAO Stock Details FLAO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$141K Buy
+5,210
New +$136K 0.08% 110

Other funds holding FLAO

AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Aspire Wealth Management's FLAO Position: Q3 2024 in Review

Aspire Wealth Management opened a new position in AllianzIM US Equity 6 Month Floor5 Apr/Oct ETF (FLAO) in Q3 2024: 5,210 shares worth $141K. The stake represents 0.08% of the portfolio and ranks #110 among its holdings.

14 funds tracked by Wall St. Rank hold FLAO as of Q3 2024.

  • Aspire Wealth Management held 5,210 shares of AllianzIM US Equity 6 Month Floor5 Apr/Oct ETF worth $141K as of Q3 2024.
  • AllianzIM US Equity 6 Month Floor5 Apr/Oct ETF was a new Aspire Wealth Management position in Q3 2024.
  • AllianzIM US Equity 6 Month Floor5 Apr/Oct ETF made up 0.08% of Aspire Wealth Management's portfolio in Q3 2024, its #110 holding.
  • 14 funds tracked by Wall St. Rank held AllianzIM US Equity 6 Month Floor5 Apr/Oct ETF as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.