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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-23,791
Closed -$669K 1300
2025
Q1
$669K Buy
+23,791
New +$686K 0.03% 370

Other funds holding FLJJ

GeoWealth Management's FLJJ Position: Q2 2025 in Review

GeoWealth Management sold out of AllianzIM US Equity 6 Month Floor5 Jan/Jul ETF (FLJJ) in Q2 2025, closing a stake of 23,791 shares — an estimated $669K sold.

GeoWealth Management first reported a position in FLJJ in Q1 2025 and held it in 1 quarter. The position peaked at $669K in Q1 2025. 25 funds tracked by Wall St. Rank hold FLJJ as of Q2 2025.

  • GeoWealth Management reported no remaining AllianzIM US Equity 6 Month Floor5 Jan/Jul ETF position as of Q2 2025 after selling out during the quarter.
  • GeoWealth Management sold 23,791 AllianzIM US Equity 6 Month Floor5 Jan/Jul ETF shares in Q2 2025, an estimated $669K.
  • GeoWealth Management first reported a position in AllianzIM US Equity 6 Month Floor5 Jan/Jul ETF in Q1 2025 and held it in 1 quarter.
  • GeoWealth Management's AllianzIM US Equity 6 Month Floor5 Jan/Jul ETF position peaked at $669K in Q1 2025.
  • 25 funds tracked by Wall St. Rank held AllianzIM US Equity 6 Month Floor5 Jan/Jul ETF as of Q2 2025.

Based on GeoWealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.