LRWM
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Lord & Richards Wealth Management’s AllianzIM US Equity 6 Month Floor5 Jan/Jul ETF FLJJ Stock Holding History

Lord & Richards Wealth Management’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
2025
Q2 		– Sell
-1,320
Closed -$37.1K – 170
2025
Q1 		$37.1K Buy
+1,320
New +$38.1K 0.04% 92

Other funds holding FLJJ

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $1.13B AUM 41.06% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return

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

Lord & Richards Wealth Management sold out of AllianzIM US Equity 6 Month Floor5 Jan/Jul ETF (FLJJ) in Q2 2025, closing a stake of 1,320 shares — an estimated $37.1K sold.

Lord & Richards Wealth Management first reported a position in FLJJ in Q1 2025 and held it in 1 quarter. The position peaked at $37.1K in Q1 2025. 25 funds tracked by Wall St. Rank hold FLJJ as of Q2 2025.

  • Lord & Richards Wealth Management reported no remaining AllianzIM US Equity 6 Month Floor5 Jan/Jul ETF position as of Q2 2025 after selling out during the quarter.
  • Lord & Richards Wealth Management sold 1,320 AllianzIM US Equity 6 Month Floor5 Jan/Jul ETF shares in Q2 2025, an estimated $37.1K.
  • Lord & Richards Wealth Management first reported a position in AllianzIM US Equity 6 Month Floor5 Jan/Jul ETF in Q1 2025 and held it in 1 quarter.
  • Lord & Richards Wealth Management's AllianzIM US Equity 6 Month Floor5 Jan/Jul ETF position peaked at $37.1K 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 Lord & Richards Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.