Cape Investment Advisory’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Cape Investment Advisory’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 Q3	$20K	Buy	410 +3	+0.7%	+$148	0.01%	741
2026 Q2	$20.3K	Buy	+407	New	+$20K	0.01%	699
2026 Q1	–	Sell	-404	Closed	-$19.3K	–	268
2025 Q4	$19.3K	Buy	+404	New	+$19.3K	0.01%	625

Other funds holding AOM

WCG

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

LifePlan Financial Mankato, Minnesota $141M AUM 21.14% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

GWM

Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

Retireful LLC Haslett, Michigan $116M AUM 162.56% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

Cape Investment Advisory's AOM Position: Q3 2026 in Review

Cape Investment Advisory increased its iShares Core Moderate Allocation ETF (AOM) stake by 0.74% in Q3 2026, buying an estimated $148 and bringing the position to 410 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #741.

Cape Investment Advisory first reported a position in AOM in Q4 2025 and has held it in 3 quarters since. The position peaked at $20.3K in Q2 2026. 21 funds tracked by Wall St. Rank hold AOM as of Q3 2026.

Cape Investment Advisory held 410 shares of iShares Core Moderate Allocation ETF worth $20K as of Q3 2026.
Cape Investment Advisory bought 3 iShares Core Moderate Allocation ETF shares in Q3 2026, an estimated $148.
iShares Core Moderate Allocation ETF made up 0.01% of Cape Investment Advisory's portfolio in Q3 2026, its #741 holding.
Cape Investment Advisory first reported a position in iShares Core Moderate Allocation ETF in Q4 2025 and has held it in 3 quarters since.
Cape Investment Advisory's iShares Core Moderate Allocation ETF position peaked at $20.3K in Q2 2026.
21 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q3 2026.

Based on Cape Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.