Aspire Wealth Management’s AllianzIM US Equity 6 Month Floor5 Jan/Jul ETF FLJJ Stock Holding History

Aspire Wealth Management’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
2024 Q3	$41K	Buy	+1,472	New	+$40K	0.02%	148

Other funds holding FLJJ

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAS

Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return

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

Aspire Wealth Management opened a new position in AllianzIM US Equity 6 Month Floor5 Jan/Jul ETF (FLJJ) in Q3 2024: 1,472 shares worth $41K. The stake represents 0.02% of the portfolio and ranks #148 among its holdings.

12 funds tracked by Wall St. Rank hold FLJJ as of Q3 2024.

Aspire Wealth Management held 1,472 shares of AllianzIM US Equity 6 Month Floor5 Jan/Jul ETF worth $41K as of Q3 2024.
AllianzIM US Equity 6 Month Floor5 Jan/Jul ETF was a new Aspire Wealth Management position in Q3 2024.
AllianzIM US Equity 6 Month Floor5 Jan/Jul ETF made up 0.02% of Aspire Wealth Management's portfolio in Q3 2024, its #148 holding.
12 funds tracked by Wall St. Rank held AllianzIM US Equity 6 Month Floor5 Jan/Jul ETF as of Q3 2024.

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