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

Centennial 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
Q3 		– Sell
-7,220
Closed -$360K – 77
2026
Q2 		$360K Buy
+7,220
New +$355K 0.43% 56

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Weaver Consulting Group
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cambridge Investment Research Advisors
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Western Wealth Management
Western Wealth Management Golden, Colorado $3.07B AUM 19% 1-Year Est. Return
Royal Fund Management
Royal Fund Management Lady Lake, Florida $1.26B AUM 23.83% 1-Year Est. Return
Jim Saulnier & Associates
Jim Saulnier & Associates Fort Collins, Colorado $259M AUM 8.22% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Centennial Advisors's AOM Position: Q3 2026 in Review

Centennial Advisors sold out of iShares Core Moderate Allocation ETF (AOM) in Q3 2026, closing a stake of 7,220 shares — an estimated $360K sold.

Centennial Advisors first reported a position in AOM in Q2 2026 and held it in 1 quarter. The position peaked at $360K in Q2 2026. 194 funds tracked by Wall St. Rank hold AOM as of Q3 2026.

  • Centennial Advisors reported no remaining iShares Core Moderate Allocation ETF position as of Q3 2026 after selling out during the quarter.
  • Centennial Advisors sold 7,220 iShares Core Moderate Allocation ETF shares in Q3 2026, an estimated $360K.
  • Centennial Advisors first reported a position in iShares Core Moderate Allocation ETF in Q2 2026 and held it in 1 quarter.
  • Centennial Advisors's iShares Core Moderate Allocation ETF position peaked at $360K in Q2 2026.
  • 194 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q3 2026.

Based on Centennial Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.