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Independent Financial Group’s AllianzIM US Equity 6 Month Floor5 Apr/Oct ETF FLAO Stock Holding History

Independent Financial Group’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
2026
Q1 		– Sell
-14,578
Closed -$414K – 1543
2025
Q4 		$414K Buy
+14,578
New +$411K 0.01% 986

Other funds holding FLAO

A
Allianz Munich, Germany $9.48B AUM 23.58% 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 $1.28T AUM 58.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Independent Financial Group's FLAO Position: Q1 2026 in Review

Independent Financial Group sold out of AllianzIM US Equity 6 Month Floor5 Apr/Oct ETF (FLAO) in Q1 2026, closing a stake of 14,578 shares — an estimated $414K sold.

Independent Financial Group first reported a position in FLAO in Q4 2025 and held it in 1 quarter. The position peaked at $414K in Q4 2025. 8 funds tracked by Wall St. Rank hold FLAO as of Q1 2026.

  • Independent Financial Group reported no remaining AllianzIM US Equity 6 Month Floor5 Apr/Oct ETF position as of Q1 2026 after selling out during the quarter.
  • Independent Financial Group sold 14,578 AllianzIM US Equity 6 Month Floor5 Apr/Oct ETF shares in Q1 2026, an estimated $414K.
  • Independent Financial Group first reported a position in AllianzIM US Equity 6 Month Floor5 Apr/Oct ETF in Q4 2025 and held it in 1 quarter.
  • Independent Financial Group's AllianzIM US Equity 6 Month Floor5 Apr/Oct ETF position peaked at $414K in Q4 2025.
  • 8 funds tracked by Wall St. Rank held AllianzIM US Equity 6 Month Floor5 Apr/Oct ETF as of Q1 2026.

Based on Independent Financial Group's 13F filing for Q1 2026, filed 5 May 2026.