Carson Wealth (CWM LLC)
FLAO icon

Carson Wealth (CWM LLC)’s AllianzIM US Equity 6 Month Floor5 Apr/Oct ETF FLAO Stock Holding History

Carson Wealth (CWM LLC)’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
2025
Q2 		– Sell
-29
Closed -$1K – 5346
2025
Q1 		$1K Hold
29
– – ﹤0.01% 5020
2024
Q4 		$1K Hold
29
– – ﹤0.01% 4850
2024
Q3 		$1K Buy
+29
New +$760 ﹤0.01% 4758

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
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Carson Wealth (CWM LLC)'s FLAO Position: Q2 2025 in Review

Carson Wealth (CWM LLC) sold out of AllianzIM US Equity 6 Month Floor5 Apr/Oct ETF (FLAO) in Q2 2025, closing a stake of 29 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in FLAO in Q3 2024 and held it in 3 quarters. The position peaked at $1K in Q1 2025. 13 funds tracked by Wall St. Rank hold FLAO as of Q2 2025.

  • Carson Wealth (CWM LLC) reported no remaining AllianzIM US Equity 6 Month Floor5 Apr/Oct ETF position as of Q2 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 29 AllianzIM US Equity 6 Month Floor5 Apr/Oct ETF shares in Q2 2025, an estimated $1K.
  • Carson Wealth (CWM LLC) first reported a position in AllianzIM US Equity 6 Month Floor5 Apr/Oct ETF in Q3 2024 and held it in 3 quarters.
  • Carson Wealth (CWM LLC)'s AllianzIM US Equity 6 Month Floor5 Apr/Oct ETF position peaked at $1K in Q1 2025.
  • 13 funds tracked by Wall St. Rank held AllianzIM US Equity 6 Month Floor5 Apr/Oct ETF as of Q2 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2025, filed 25 Jul 2025.