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COMPASS FINANCIAL MANAGEMENT LLC’s AllianzIM US Equity 6 Month Floor5 Jan/Jul ETF FLJJ Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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 		$1.75K Buy
+51
New +$1.69K ﹤0.01% 1329

Other funds holding FLJJ

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $258M AUM 15.83% 1-Year Est. Return
KFG
Kingdom Financial Group Peoria, Arizona $391M AUM 21.78% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's FLJJ Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in AllianzIM US Equity 6 Month Floor5 Jan/Jul ETF (FLJJ) in Q2 2026: 51 shares worth $1.75K. The stake represents ﹤0.01% of the portfolio and ranks #1329 among its holdings.

14 funds tracked by Wall St. Rank hold FLJJ as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 51 shares of AllianzIM US Equity 6 Month Floor5 Jan/Jul ETF worth $1.75K as of Q2 2026.
  • AllianzIM US Equity 6 Month Floor5 Jan/Jul ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • AllianzIM US Equity 6 Month Floor5 Jan/Jul ETF made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1329 holding.
  • 14 funds tracked by Wall St. Rank held AllianzIM US Equity 6 Month Floor5 Jan/Jul ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.