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

CGN 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 Q2	$958K	Buy	19,198 +126	+0.7%	+$6.19K	0.07%	187
2026 Q1	$903K	Buy	19,072 +13,225	+226%	+$638K	0.07%	189
2025 Q4	$279K	Buy	5,847 +184	+3%	+$8.8K	0.02%	283
2025 Q3	$269K	Buy	5,663 +249	+5%	+$11.6K	0.02%	281
2025 Q2	$249K	Sell	5,414 -443	-8%	-$19.6K	0.02%	283
2025 Q1	$257K	Buy	5,857 +64	+1%	+$2.82K	0.03%	270
2024 Q4	$252K	Buy	5,793 +1,069	+23%	+$47.4K	0.02%	273
2024 Q3	$213K	Buy	+4,724	New	+$207K	0.02%	269

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 $9.96B AUM 23.61% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

VVR Holdings Bellingham, Washington $231M AUM

Enclave Advisors Austin, Texas $767M AUM 21.99% 1-Year Est. Return

Milestone Asset Management Pittsburgh, Pennsylvania $635M 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