Compass Advisory Group’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Compass Advisory Group’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
2022 Q1	–	Sell	-8,409	Closed	-$382K	–	63
2021 Q4	$382K	Sell	8,409 -11,261	-57%	-$511K	0.21%	45
2021 Q3	$880K	Buy	19,670 +10,752	+121%	+$488K	0.52%	28
2021 Q2	$402K	Sell	8,918 -7,575	-46%	-$338K	0.25%	36
2021 Q1	$718K	Buy	+16,493	New	+$718K	0.48%	28

Other funds holding AOM

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

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 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

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

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

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

Compass Advisory Group's AOM Position: Q1 2022 in Review

Compass Advisory Group sold out of iShares Core Moderate Allocation ETF (AOM) in Q1 2022, closing a stake of 8,409 shares — an estimated $382K sold.

Compass Advisory Group first reported a position in AOM in Q1 2021 and held it in 4 quarters. The position peaked at $880K in Q3 2021. 250 funds tracked by Wall St. Rank hold AOM as of Q1 2022.

Compass Advisory Group reported no remaining iShares Core Moderate Allocation ETF position as of Q1 2022 after selling out during the quarter.
Compass Advisory Group sold 8,409 iShares Core Moderate Allocation ETF shares in Q1 2022, an estimated $382K.
Compass Advisory Group first reported a position in iShares Core Moderate Allocation ETF in Q1 2021 and held it in 4 quarters.
Compass Advisory Group's iShares Core Moderate Allocation ETF position peaked at $880K in Q3 2021.
250 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2022.

Based on Compass Advisory Group's 13F filing for Q1 2022, filed 9 May 2022.