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Aptus Capital Advisors’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Aptus Capital 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
2026
Q2 		$6.09K Buy
122
+13
+12% +$639 ﹤0.01% 1652
2026
Q1 		$5.16K Sell
109
-4
-4% -$193 ﹤0.01% 1559
2025
Q4 		$5.39K Sell
113
-73
-39% -$3.49K ﹤0.01% 1546
2025
Q3 		$8.85K Buy
186
+75
+68% +$3.48K ﹤0.01% 1441
2025
Q2 		$5.13K Sell
111
-4
-3% -$177 ﹤0.01% 1418
2025
Q1 		$5.04K Sell
115
-2
-2% -$88 ﹤0.01% 1334
2024
Q4 		$5.09K Sell
117
-552
-83% -$24.5K ﹤0.01% 1333
2024
Q3 		$30.2K Buy
669
+558
+503% +$24.5K ﹤0.01% 988
2024
Q2 		$4.77K Sell
111
-4
-3% -$169 ﹤0.01% 1079
2024
Q1 		$4.92K Buy
115
+111
+2,775% +$4.64K ﹤0.01% 1085
2023
Q4 		$166 Sell
4
-304
-99% -$12.1K ﹤0.01% 912
2023
Q3 		$12K Sell
308
-484
-61% -$19.3K ﹤0.01% 789
2023
Q2 		$32K Sell
792
-45
-5% -$1.8K ﹤0.01% 617
2023
Q1 		$33.3K Sell
837
-5
-0.6% -$196 ﹤0.01% 596
2022
Q4 		$32K Buy
842
+6
+0.7% +$227 ﹤0.01% 623
2022
Q3 		$30K Sell
836
-415
-33% -$16.3K ﹤0.01% 589
2022
Q2 		$49K Sell
1,251
-134
-10% -$5.42K ﹤0.01% 473
2022
Q1 		$59K Sell
1,385
-13,847
-91% -$603K ﹤0.01% 500
2021
Q4 		$693K Buy
15,232
+11,832
+348% +$536K 0.02% 267
2021
Q3 		$152K Buy
3,400
+230
+7% +$10.4K ﹤0.01% 367
2021
Q2 		$143K Hold
3,170
– – ﹤0.01% 379
2021
Q1 		$138K Buy
+3,170
New +$138K ﹤0.01% 353

Other funds holding AOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AA
AJ Advisors Nashville, Tennessee $322M AUM 22.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Aptus Capital Advisors's AOM Position: Q2 2026 in Review

Aptus Capital Advisors increased its iShares Core Moderate Allocation ETF (AOM) stake by 12% in Q2 2026, buying an estimated $639 and bringing the position to 122 shares worth $6.09K. The position accounts for ﹤0.01% of the portfolio, ranked #1652.

Aptus Capital Advisors first reported a position in AOM in Q1 2021 and has held it in 22 quarters since. The position peaked at $693K in Q4 2021. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

  • Aptus Capital Advisors held 122 shares of iShares Core Moderate Allocation ETF worth $6.09K as of Q2 2026.
  • Aptus Capital Advisors bought 13 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $639.
  • iShares Core Moderate Allocation ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1652 holding.
  • Aptus Capital Advisors first reported a position in iShares Core Moderate Allocation ETF in Q1 2021 and has held it in 22 quarters since.
  • Aptus Capital Advisors's iShares Core Moderate Allocation ETF position peaked at $693K in Q4 2021.
  • 300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.