Capital Asset Advisory Services’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Capital Asset Advisory Services’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
2023 Q1	–	Sell	-6,156	Closed	-$234K	–	351
2022 Q4	$234K	Buy	+6,156	New	+$233K	0.02%	319
2021 Q1	–	Sell	-515	Closed	-$22K	–	707
2020 Q4	$22K	Buy	+515	New	+$21.7K	﹤0.01%	831
2020 Q3	–	Sell	-1,944	Closed	-$80K	–	555
2020 Q2	$80K	Sell	1,944 -551	-22%	-$21.3K	0.02%	380
2020 Q1	$94K	Sell	2,495 -2,813	-53%	-$110K	0.02%	326
2019 Q4	$217K	Buy	+5,308	New	+$210K	0.05%	330

Other funds holding AOM

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WFS

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

Capital Asset Advisory Services's AOM Position: Q1 2023 in Review

Capital Asset Advisory Services sold out of iShares Core Moderate Allocation ETF (AOM) in Q1 2023, closing a stake of 6,156 shares — an estimated $234K sold.

Capital Asset Advisory Services first reported a position in AOM in Q4 2019 and held it in 5 quarters. The position peaked at $234K in Q4 2022. 227 funds tracked by Wall St. Rank hold AOM as of Q1 2023.

Capital Asset Advisory Services reported no remaining iShares Core Moderate Allocation ETF position as of Q1 2023 after selling out during the quarter.
Capital Asset Advisory Services sold 6,156 iShares Core Moderate Allocation ETF shares in Q1 2023, an estimated $234K.
Capital Asset Advisory Services first reported a position in iShares Core Moderate Allocation ETF in Q4 2019 and held it in 5 quarters.
Capital Asset Advisory Services's iShares Core Moderate Allocation ETF position peaked at $234K in Q4 2022.
227 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2023.

Based on Capital Asset Advisory Services's 13F filing for Q1 2023, filed 12 May 2023.