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

Kovack 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 		– Sell
-5,296
Closed -$251K – 1073
2026
Q1 		$251K Buy
+5,296
New +$255K 0.01% 824
2024
Q2 		– Sell
-5,615
Closed -$240K – 574
2024
Q1 		$240K Sell
5,615
-300
-5% -$12.5K 0.03% 399
2023
Q4 		$246K Sell
5,915
-923
-13% -$36.6K 0.03% 471
2023
Q3 		$266K Buy
6,838
+802
+13% +$32.1K 0.04% 421
2023
Q2 		$244K Sell
6,036
-30,347
-83% -$1.21M 0.03% 464
2023
Q1 		$1.45M Buy
36,383
+2,271
+7% +$89.2K 0.2% 115
2022
Q4 		$1.3M Sell
34,112
-322
-0.9% -$12.2K 0.19% 119
2022
Q3 		$1.26M Buy
34,434
+780
+2% +$30.6K 0.19% 124
2022
Q2 		$1.31M Sell
33,654
-2,131
-6% -$86.1K 0.17% 128
2022
Q1 		$1.54M Sell
35,785
-466
-1% -$20.3K 0.16% 138
2021
Q4 		$1.65M Sell
36,251
-1,192
-3% -$54K 0.16% 148
2021
Q3 		$1.68M Sell
37,443
-3,277
-8% -$149K 0.18% 137
2021
Q2 		$1.83M Buy
40,720
+281
+0.7% +$12.5K 0.21% 125
2021
Q1 		$1.76M Buy
40,439
+31,749
+365% +$1.38M 0.23% 118
2020
Q4 		$375K Buy
8,690
+24
+0.3% +$1.01K 0.05% 339
2020
Q3 		$356K Sell
8,666
-115
-1% -$4.71K 0.06% 294
2020
Q2 		$350K Sell
8,781
-4,767
-35% -$184K 0.07% 286
2020
Q1 		$498K Sell
13,548
-7,152
-35% -$280K 0.12% 190
2019
Q4 		$831K Sell
20,700
-1,065
-5% -$42.2K 0.15% 166
2019
Q3 		$855K Buy
21,765
+7,324
+51% +$285K 0.18% 149
2019
Q2 		$563K Buy
14,441
+1,335
+10% +$51.1K 0.13% 192
2019
Q1 		$499K Buy
13,106
+19
+0.1% +$705 0.12% 199
2018
Q4 		$467K Buy
+13,087
New +$477K 0.14% 178
2013
Q3 		– Sell
-9,500
Closed -$308K – 72
2013
Q2 		$308K Buy
+9,500
New +$313K 1.81% 19

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
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 $617B AUM 30.33% 1-Year Est. Return
AA
AJ Advisors Nashville, Tennessee $322M AUM 22.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Kovack Advisors's AOM Position: Q2 2026 in Review

Kovack Advisors sold out of iShares Core Moderate Allocation ETF (AOM) in Q2 2026, closing a stake of 5,296 shares — an estimated $251K sold.

Kovack Advisors first reported a position in AOM in Q2 2013 and held it in 24 quarters. The position peaked at $1.83M in Q2 2021. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

  • Kovack Advisors reported no remaining iShares Core Moderate Allocation ETF position as of Q2 2026 after selling out during the quarter.
  • Kovack Advisors sold 5,296 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $251K.
  • Kovack Advisors first reported a position in iShares Core Moderate Allocation ETF in Q2 2013 and held it in 24 quarters.
  • Kovack Advisors's iShares Core Moderate Allocation ETF position peaked at $1.83M in Q2 2021.
  • 300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.