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

Level Four 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
2023 Q1	–	Sell	-5,263	Closed	-$200K	–	764
2022 Q4	$200K	Buy	+5,263	New	+$200K	0.01%	619
2022 Q3	–	Sell	-5,263	Closed	-$205K	–	547
2022 Q2	$205K	Sell	5,263 -300	-5%	-$12.1K	0.02%	518
2022 Q1	$239K	Sell	5,563 -22	-0.4%	-$958	0.02%	558
2021 Q4	$254K	Buy	+5,585	New	+$253K	0.02%	541

Other funds holding AOM

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

WFS

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

Level Four Advisory Services's AOM Position: Q1 2023 in Review

Level Four Advisory Services sold out of iShares Core Moderate Allocation ETF (AOM) in Q1 2023, closing a stake of 5,263 shares — an estimated $200K sold.

Level Four Advisory Services first reported a position in AOM in Q4 2021 and held it in 4 quarters. The position peaked at $254K in Q4 2021. 227 funds tracked by Wall St. Rank hold AOM as of Q1 2023.

Level Four Advisory Services reported no remaining iShares Core Moderate Allocation ETF position as of Q1 2023 after selling out during the quarter.
Level Four Advisory Services sold 5,263 iShares Core Moderate Allocation ETF shares in Q1 2023, an estimated $200K.
Level Four Advisory Services first reported a position in iShares Core Moderate Allocation ETF in Q4 2021 and held it in 4 quarters.
Level Four Advisory Services's iShares Core Moderate Allocation ETF position peaked at $254K in Q4 2021.
227 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2023.

Based on Level Four Advisory Services's 13F filing for Q1 2023, filed 5 Jun 2023.