Lloyd Advisory Services’s AllianzIM US Equity 6 Month Floor5 Jan/Jul ETF FLJJ Stock Holding History

Lloyd Advisory Services’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 Q1	$24.7K	Buy	788 +334	+74%	+$10.7K	0.01%	363
2025 Q4	$14.5K	Buy	+454	New	+$14.3K	0.01%	366
2025 Q3	–	Sell	-81,985	Closed	-$2.48M	–	119
2025 Q2	$2.48M	Buy	81,985 +5,926	+8%	+$169K	1.2%	18
2025 Q1	$2.14M	Buy	+76,059	New	+$2.19M	1.07%	18
2024 Q2	–	Sell	-5,760,156	Closed	-$167M	–	199
2024 Q1	$167M	Buy	+5,760,156	New	+$148M	35.65%	1

Other funds holding FLJJ

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

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return

Susquehanna International Group

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

POM Investment Strategies Raleigh, North Carolina $80.5M AUM 16.64% 1-Year Est. Return

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

Integrated Wealth Management (Ohio) Uniontown, Ohio $87.2M AUM

Cambridge Investment Research Advisors

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

FSR Wealth Management Elmhurst, Illinois $80.8M AUM 9.88% 1-Year Est. Return

Aegis Wealth Management (Iowa) Guthrie Center, Iowa $127M AUM