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GTS Securities’s iShares Core Moderate Allocation ETF AOM Stock Holding History

GTS Securities’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
Q1 		$6.67M Buy
140,704
+120,166
+585% +$5.8M 0.24% 66
2025
Q4 		$980K Buy
20,538
+15,809
+334% +$756K 0.03% 457
2025
Q3 		$225K Sell
4,729
-36,898
-89% -$1.71M 0.01% 1216
2025
Q2 		$1.92M Buy
41,627
+18,206
+78% +$804K 0.09% 187
2025
Q1 		$1.03M Buy
23,421
+15,693
+203% +$691K 0.04% 374
2024
Q4 		$336K Sell
7,728
-1,103
-12% -$48.9K 0.02% 815
2024
Q3 		$398K Buy
8,831
+3,570
+68% +$157K ﹤0.01% 3035
2024
Q2 		$226K Buy
+5,261
New +$223K ﹤0.01% 3342

Other funds holding AOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AA
AJ Advisors Nashville, Tennessee $270M AUM 15.75% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

GTS Securities's AOM Position: Q1 2026 in Review

GTS Securities increased its iShares Core Moderate Allocation ETF (AOM) stake by 585% in Q1 2026, buying an estimated $5.8M and bringing the position to 140,704 shares worth $6.67M. The position accounts for 0.24% of the portfolio, ranked #66.

GTS Securities first reported a position in AOM in Q2 2024 and has held it in 8 quarters since. 292 funds tracked by Wall St. Rank hold AOM as of Q1 2026.

  • GTS Securities held 140,704 shares of iShares Core Moderate Allocation ETF worth $6.67M as of Q1 2026.
  • GTS Securities bought 120,166 iShares Core Moderate Allocation ETF shares in Q1 2026, an estimated $5.8M.
  • iShares Core Moderate Allocation ETF made up 0.24% of GTS Securities's portfolio in Q1 2026, its #66 holding.
  • GTS Securities first reported a position in iShares Core Moderate Allocation ETF in Q2 2024 and has held it in 8 quarters since.
  • 292 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.

Based on GTS Securities's 13F filing for Q1 2026, filed 15 May 2026.