American Portfolios Advisors’s iShares Core Moderate Allocation ETF AOM Stock Holding History

American Portfolios Advisors’s Portfolio AOM Stock Details AOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$126K	Buy	3,449 +3	+0.1%	+$118	0.01%	1220
2022 Q2	$134K	Sell	3,446 -334	-9%	-$13.5K	0.01%	1253
2022 Q1	$162K	Buy	3,780 +342	+10%	+$14.9K	0.01%	1268
2021 Q4	$156K	Hold	3,438	–	–	0.01%	1284
2021 Q3	$154K	Sell	3,438 -241	-7%	-$10.9K	0.01%	1252
2021 Q2	$166K	Hold	3,679	–	–	0.01%	1195
2021 Q1	$160K	Buy	3,679 +1,971	+115%	+$85.8K	0.01%	1124
2020 Q4	$73.8K	Sell	1,708 -330	-16%	-$13.9K	﹤0.01%	1276
2020 Q3	$83.7K	Sell	2,038 -12,804	-86%	-$525K	﹤0.01%	1130
2020 Q2	$592K	Sell	14,842 -1,378	-8%	-$53.2K	0.04%	394
2020 Q1	$596K	Sell	16,220 -580	-3%	-$22.7K	0.05%	331
2019 Q4	$674K	Buy	16,800 +14,751	+720%	+$584K	0.05%	342
2019 Q3	$80.5K	Hold	2,049	–	–	0.01%	1089
2019 Q2	$80K	Buy	2,049 +270	+15%	+$10.3K	0.01%	1086
2019 Q1	$67.7K	Hold	1,779	–	–	0.01%	1065
2018 Q4	$63.5K	Buy	1,779 +1,081	+155%	+$39.4K	0.01%	919
2018 Q3	$26.4K	Hold	698	–	–	﹤0.01%	1381
2018 Q2	$26.2K	Hold	698	–	–	﹤0.01%	1360
2018 Q1	$26.4K	Buy	698 +26	+4%	+$991	﹤0.01%	1285
2017 Q4	$25.6K	Buy	+672	New	+$25.7K	﹤0.01%	1244

Other funds holding AOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

American Portfolios Advisors's AOM Position: Q3 2022 in Review

American Portfolios Advisors increased its iShares Core Moderate Allocation ETF (AOM) stake by 0.09% in Q3 2022, buying an estimated $118 and bringing the position to 3,449 shares worth $126K. The position accounts for 0.01% of the portfolio, ranked #1220.

American Portfolios Advisors first reported a position in AOM in Q4 2017 and has held it in 20 quarters since. The position peaked at $674K in Q4 2019. 222 funds tracked by Wall St. Rank hold AOM as of Q3 2022.

American Portfolios Advisors held 3,449 shares of iShares Core Moderate Allocation ETF worth $126K as of Q3 2022.
American Portfolios Advisors bought 3 iShares Core Moderate Allocation ETF shares in Q3 2022, an estimated $118.
iShares Core Moderate Allocation ETF made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1220 holding.
American Portfolios Advisors first reported a position in iShares Core Moderate Allocation ETF in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's iShares Core Moderate Allocation ETF position peaked at $674K in Q4 2019.
222 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.