Certified Advisory Corp’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Certified Advisory Corp’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
2021 Q2	–	Sell	-810	Closed	-$35K	–	235
2021 Q1	$35K	Buy	+810	New	+$35.3K	0.01%	398
2020 Q2	$32K	Hold	810	–	–	0.01%	364
2020 Q1	$30K	Hold	810	–	–	0.01%	347
2019 Q4	$33K	Hold	810	–	–	0.01%	377
2019 Q3	$32K	Hold	810	–	–	0.01%	383
2019 Q2	$32K	Hold	810	–	–	0.01%	381
2019 Q1	$31K	Hold	810	–	–	0.01%	361
2018 Q4	$29K	Hold	810	–	–	0.02%	352
2018 Q3	$31K	Hold	810	–	–	0.01%	361
2018 Q2	$30K	Hold	810	–	–	0.02%	346
2018 Q1	$30K	Hold	810	–	–	0.02%	341
2017 Q4	$30K	Buy	+810	New	+$31K	0.02%	299

Other funds holding AOM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return