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Lord & Richards Wealth Management’s AllianzIM US Equity 6 Month Floor5 Apr/Oct ETF FLAO Stock Holding History

Lord & Richards Wealth Management’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
-118
Closed -$3.1K – 173
2025
Q1 		$3.1K Buy
+118
New +$3.25K ﹤0.01% 134

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

Lord & Richards Wealth Management's FLAO Position: Q2 2025 in Review

Lord & Richards Wealth Management sold out of AllianzIM US Equity 6 Month Floor5 Apr/Oct ETF (FLAO) in Q2 2025, closing a stake of 118 shares — an estimated $3.1K sold.

Lord & Richards Wealth Management first reported a position in FLAO in Q1 2025 and held it in 1 quarter. The position peaked at $3.1K in Q1 2025. 13 funds tracked by Wall St. Rank hold FLAO as of Q2 2025.

  • Lord & Richards Wealth Management reported no remaining AllianzIM US Equity 6 Month Floor5 Apr/Oct ETF position as of Q2 2025 after selling out during the quarter.
  • Lord & Richards Wealth Management sold 118 AllianzIM US Equity 6 Month Floor5 Apr/Oct ETF shares in Q2 2025, an estimated $3.1K.
  • Lord & Richards Wealth Management first reported a position in AllianzIM US Equity 6 Month Floor5 Apr/Oct ETF in Q1 2025 and held it in 1 quarter.
  • Lord & Richards Wealth Management's AllianzIM US Equity 6 Month Floor5 Apr/Oct ETF position peaked at $3.1K 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 Lord & Richards Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.