OWA
FLJJ icon

Outlook Wealth Advisors’s AllianzIM US Equity 6 Month Floor5 Jan/Jul ETF FLJJ Stock Holding History

Outlook Wealth Advisors’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
Q2 		– Sell
-10,493
Closed -$329K – 335
2026
Q1 		$329K Buy
+10,493
New +$336K 0.08% 235
2024
Q2 		– Sell
-15,244
Closed -$399K – 299
2024
Q1 		$399K Buy
+15,244
New +$392K 0.12% 164

Other funds holding FLJJ

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $258M AUM 15.83% 1-Year Est. Return
KFG
Kingdom Financial Group Peoria, Arizona $391M AUM 21.78% 1-Year Est. Return

Outlook Wealth Advisors's FLJJ Position: Q2 2026 in Review

Outlook Wealth Advisors sold out of AllianzIM US Equity 6 Month Floor5 Jan/Jul ETF (FLJJ) in Q2 2026, closing a stake of 10,493 shares — an estimated $329K sold.

Outlook Wealth Advisors first reported a position in FLJJ in Q1 2024 and held it in 2 quarters. The position peaked at $399K in Q1 2024. 14 funds tracked by Wall St. Rank hold FLJJ as of Q2 2026.

  • Outlook Wealth Advisors reported no remaining AllianzIM US Equity 6 Month Floor5 Jan/Jul ETF position as of Q2 2026 after selling out during the quarter.
  • Outlook Wealth Advisors sold 10,493 AllianzIM US Equity 6 Month Floor5 Jan/Jul ETF shares in Q2 2026, an estimated $329K.
  • Outlook Wealth Advisors first reported a position in AllianzIM US Equity 6 Month Floor5 Jan/Jul ETF in Q1 2024 and held it in 2 quarters.
  • Outlook Wealth Advisors's AllianzIM US Equity 6 Month Floor5 Jan/Jul ETF position peaked at $399K in Q1 2024.
  • 14 funds tracked by Wall St. Rank held AllianzIM US Equity 6 Month Floor5 Jan/Jul ETF as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.