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Basso Capital Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Basso Capital Management’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 		$3.12M Buy
+62,530
New +$3.07M 0.67% 32

Other funds holding AOM

WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return
AA
AJ Advisors Nashville, Tennessee $322M AUM 22.19% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
EIG
Ellenbecker Investment Group Waukesha, Wisconsin $860M AUM 18.53% 1-Year Est. Return
TFG
Taylor Financial Group Roanoke, Virginia $182M AUM 21.76% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Basso Capital Management's AOM Position: Q2 2026 in Review

Basso Capital Management opened a new position in iShares Core Moderate Allocation ETF (AOM) in Q2 2026: 62,530 shares worth $3.12M. The stake represents 0.67% of the portfolio and ranks #32 among its holdings.

101 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

  • Basso Capital Management held 62,530 shares of iShares Core Moderate Allocation ETF worth $3.12M as of Q2 2026.
  • iShares Core Moderate Allocation ETF was a new Basso Capital Management position in Q2 2026.
  • iShares Core Moderate Allocation ETF made up 0.67% of Basso Capital Management's portfolio in Q2 2026, its #32 holding.
  • 101 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Basso Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.