RWPA
FLAO icon

Richard W. Paul & Associates’s AllianzIM US Equity 6 Month Floor5 Apr/Oct ETF FLAO Stock Holding History

Richard W. Paul & Associates’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
2024
Q3 		– Sell
-70
Closed -$1.81K – 526
2024
Q2 		$1.81K Buy
+70
New +$1.75K ﹤0.01% 420

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
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
AWM
Aspire Wealth Management Waltham, Massachusetts $186M AUM 28.97% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Richard W. Paul & Associates's FLAO Position: Q3 2024 in Review

Richard W. Paul & Associates sold out of AllianzIM US Equity 6 Month Floor5 Apr/Oct ETF (FLAO) in Q3 2024, closing a stake of 70 shares — an estimated $1.81K sold.

Richard W. Paul & Associates first reported a position in FLAO in Q2 2024 and held it in 1 quarter. The position peaked at $1.81K in Q2 2024. 14 funds tracked by Wall St. Rank hold FLAO as of Q3 2024.

  • Richard W. Paul & Associates reported no remaining AllianzIM US Equity 6 Month Floor5 Apr/Oct ETF position as of Q3 2024 after selling out during the quarter.
  • Richard W. Paul & Associates sold 70 AllianzIM US Equity 6 Month Floor5 Apr/Oct ETF shares in Q3 2024, an estimated $1.81K.
  • Richard W. Paul & Associates first reported a position in AllianzIM US Equity 6 Month Floor5 Apr/Oct ETF in Q2 2024 and held it in 1 quarter.
  • Richard W. Paul & Associates's AllianzIM US Equity 6 Month Floor5 Apr/Oct ETF position peaked at $1.81K in Q2 2024.
  • 14 funds tracked by Wall St. Rank held AllianzIM US Equity 6 Month Floor5 Apr/Oct ETF as of Q3 2024.

Based on Richard W. Paul & Associates's 13F filing for Q3 2024, filed 17 Oct 2024.