Kestra Advisory Services
AOM icon

Kestra Advisory Services’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Kestra Advisory Services’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
Q3 		$3.4M Buy
69,816
+4,553
+7% +$225K 0.01% 1118
2026
Q2 		$3.26M Buy
65,263
+4,495
+7% +$221K 0.01% 1072
2026
Q1 		$2.88M Buy
60,768
+9,104
+18% +$439K 0.01% 1090
2025
Q4 		$2.47M Buy
51,664
+5,297
+11% +$253K 0.01% 1099
2025
Q3 		$2.21M Buy
46,367
+3,161
+7% +$147K 0.01% 1093
2025
Q2 		$1.99M Buy
43,206
+3,445
+9% +$152K 0.01% 1085
2025
Q1 		$1.74M Buy
39,761
+1,533
+4% +$67.5K 0.01% 1052
2024
Q4 		$1.66M Buy
38,228
+32
+0.1% +$1.42K 0.01% 1104
2024
Q3 		$1.72M Sell
38,196
-4,524
-11% -$198K 0.01% 1027
2024
Q2 		$1.68M Buy
42,720
+4,383
+11% +$186K 0.01% 1050
2024
Q1 		$1.64M Sell
38,337
-1,574
-4% -$65.8K 0.01% 976
2023
Q4 		$1.66M Sell
39,911
-4,782
-11% -$190K 0.01% 882
2023
Q3 		$1.74M Buy
44,693
+5,312
+13% +$212K 0.02% 740
2023
Q2 		$1.59M Sell
39,381
-1,049
-3% -$41.9K 0.02% 770
2023
Q1 		$1.61M Sell
40,430
-211
-0.5% -$8.29K 0.02% 731
2022
Q4 		$1.54M Sell
40,641
-8,440
-17% -$320K 0.01% 860
2022
Q3 		$1.8M Sell
49,081
-2,279
-4% -$89.3K 0.02% 714
2022
Q2 		$2M Buy
51,360
+1,111
+2% +$44.9K 0.02% 677
2022
Q1 		$2.16M Buy
50,249
+380
+0.8% +$16.6K 0.02% 649
2021
Q4 		$2.27M Buy
49,869
+2,404
+5% +$109K 0.02% 642
2021
Q3 		$2.12M Buy
47,465
+896
+2% +$40.6K 0.02% 680
2021
Q2 		$2.1M Buy
46,569
+946
+2% +$42.2K 0.02% 634
2021
Q1 		$1.99M Sell
45,623
-19,661
-30% -$856K 0.03% 601
2020
Q4 		$2.82M Buy
65,284
+18,671
+40% +$786K 0.03% 482
2020
Q3 		$1.91M Buy
+46,613
New +$1.91M 0.04% 442

Other funds holding AOM

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Foundations Investment Advisors
Foundations Investment Advisors Phoenix, Arizona $10.1B AUM 19.55% 1-Year Est. Return
Weitzel Financial Services
Weitzel Financial Services Dubuque, Iowa $298M AUM 11.89% 1-Year Est. Return
AJ Advisors
AJ Advisors Nashville, Tennessee $312M AUM 14.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Weaver Consulting Group
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Ameritas Advisory Services
Ameritas Advisory Services Lincoln, Nebraska $5.22B AUM 19.55% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Kestra Advisory Services's AOM Position: Q3 2026 in Review

Kestra Advisory Services increased its iShares Core Moderate Allocation ETF (AOM) stake by 7% in Q3 2026, buying an estimated $225K and bringing the position to 69,816 shares worth $3.4M. The position accounts for 0.01% of the portfolio, ranked #1118.

Kestra Advisory Services first reported a position in AOM in Q3 2020 and has held it in 25 quarters since. 248 funds tracked by Wall St. Rank hold AOM as of Q3 2026.

  • Kestra Advisory Services held 69,816 shares of iShares Core Moderate Allocation ETF worth $3.4M as of Q3 2026.
  • Kestra Advisory Services bought 4,553 iShares Core Moderate Allocation ETF shares in Q3 2026, an estimated $225K.
  • iShares Core Moderate Allocation ETF made up 0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #1118 holding.
  • Kestra Advisory Services first reported a position in iShares Core Moderate Allocation ETF in Q3 2020 and has held it in 25 quarters since.
  • 248 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.