BOS Asset Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History

BOS Asset 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	$205K	Buy	+4,115	New	+$202K	0.05%	196
2024 Q4	–	Sell	-4,532	Closed	-$204K	–	163
2024 Q3	$204K	Buy	+4,532	New	+$199K	0.08%	160
2024 Q2	–	Sell	-4,911	Closed	-$210K	–	157
2024 Q1	$210K	Sell	4,911 -40	-0.8%	-$1.67K	0.11%	144
2023 Q4	$206K	Buy	+4,951	New	+$196K	0.14%	147
2023 Q3	–	Sell	-4,951	Closed	-$200K	–	144
2023 Q2	$200K	Buy	+4,951	New	+$198K	0.16%	125
2023 Q1	–	Sell	-6,741	Closed	-$256K	–	126
2022 Q4	$256K	Buy	+6,741	New	+$256K	0.23%	100

Other funds holding AOM

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

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

VVR Holdings Bellingham, Washington $231M AUM

Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Fort Henry Capital Wheeling, West Virginia $182M AUM 15.52% 1-Year Est. Return