CFML
AOM icon

COMPASS FINANCIAL MANAGEMENT LLC’s iShares Core Moderate Allocation ETF AOM Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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 		$18.1K Buy
+362
New +$17.8K ﹤0.01% 919

Other funds holding AOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return
AA
AJ Advisors Nashville, Tennessee $322M AUM 22.19% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return
IAG
Investment Advisory Group Hanover, Massachusetts $461M AUM 22.74% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPAM
Lodestar Private Asset Management Alamo, California $1.16B AUM 23.23% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's AOM Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in iShares Core Moderate Allocation ETF (AOM) in Q2 2026: 362 shares worth $18.1K. The stake represents ﹤0.01% of the portfolio and ranks #919 among its holdings.

251 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 362 shares of iShares Core Moderate Allocation ETF worth $18.1K as of Q2 2026.
  • iShares Core Moderate Allocation ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • iShares Core Moderate Allocation ETF made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #919 holding.
  • 251 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.