Lokken Investment Group’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Lokken Investment 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
2024 Q1	–	Sell	-9,687	Closed	-$402K	–	142
2023 Q4	$402K	Sell	9,687 -945	-9%	-$37.5K	0.23%	86
2023 Q3	$414K	Buy	10,632 +489	+5%	+$19.5K	0.27%	77
2023 Q2	$410K	Hold	10,143	–	–	0.27%	83
2023 Q1	$404K	Sell	10,143 -569	-5%	-$22.4K	0.31%	80
2022 Q4	$407K	Buy	10,712 +1,790	+20%	+$67.9K	0.32%	76
2022 Q3	$327K	Buy	8,922 +310	+4%	+$12.1K	0.28%	79
2022 Q2	$336K	Sell	8,612 -910	-10%	-$36.8K	0.27%	78
2022 Q1	$386K	Sell	9,522 -430	-4%	-$18.7K	0.31%	78
2021 Q4	$453K	Hold	9,952	–	–	0.32%	65
2021 Q3	$445K	Buy	9,952 +265	+3%	+$12K	0.35%	62
2021 Q2	$436K	Buy	9,687 +17	+0.2%	+$758	0.35%	61
2021 Q1	$421K	Sell	9,670 -725	-7%	-$31.6K	0.37%	62
2020 Q4	$449K	Buy	+10,395	New	+$438K	0.41%	53

Other funds holding AOM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

WFS

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Lokken Investment Group's AOM Position: Q1 2024 in Review

Lokken Investment Group sold out of iShares Core Moderate Allocation ETF (AOM) in Q1 2024, closing a stake of 9,687 shares — an estimated $402K sold.

Lokken Investment Group first reported a position in AOM in Q4 2020 and held it in 13 quarters. The position peaked at $453K in Q4 2021. 234 funds tracked by Wall St. Rank hold AOM as of Q1 2024.

Lokken Investment Group reported no remaining iShares Core Moderate Allocation ETF position as of Q1 2024 after selling out during the quarter.
Lokken Investment Group sold 9,687 iShares Core Moderate Allocation ETF shares in Q1 2024, an estimated $402K.
Lokken Investment Group first reported a position in iShares Core Moderate Allocation ETF in Q4 2020 and held it in 13 quarters.
Lokken Investment Group's iShares Core Moderate Allocation ETF position peaked at $453K in Q4 2021.
234 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2024.

Based on Lokken Investment Group's 13F filing for Q1 2024, filed 14 May 2024.