Next Financial Group’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Next Financial 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
2021 Q4	$5K	Sell	110 -2	-2%	-$91	﹤0.01%	2393
2021 Q3	$5K	Hold	112	–	–	﹤0.01%	2236
2021 Q2	$5K	Hold	112	–	–	﹤0.01%	2179
2021 Q1	$5K	Hold	112	–	–	﹤0.01%	2076
2020 Q4	$5K	Hold	112	–	–	﹤0.01%	1959
2020 Q3	$5K	Buy	+112	New	+$4.59K	﹤0.01%	1817
2020 Q2	–	Sell	-115	Closed	-$4K	–	655
2020 Q1	$4K	Sell	115 -52	-31%	-$2.04K	﹤0.01%	1738
2019 Q4	$7K	Hold	167	–	–	﹤0.01%	1864
2019 Q3	$7K	Hold	167	–	–	﹤0.01%	1799
2019 Q2	$7K	Buy	+167	New	+$6.39K	﹤0.01%	1780
2019 Q1	–	Sell	-167	Closed	-$6K	–	1636
2018 Q4	$6K	Buy	+167	New	+$6.09K	﹤0.01%	1483
2017 Q2	–	Sell	-100	Closed	-$4K	–	1896
2017 Q1	$4K	Sell	100 -225	-69%	-$8.08K	﹤0.01%	1544
2016 Q4	$11K	Hold	325	–	–	﹤0.01%	1592
2016 Q3	$12K	Buy	325 +125	+63%	+$4.48K	﹤0.01%	1572
2016 Q2	$7K	Hold	200	–	–	﹤0.01%	1308
2016 Q1	$6K	Hold	200	–	–	﹤0.01%	1310
2015 Q4	$6K	Hold	200	–	–	﹤0.01%	1328
2015 Q3	$6K	Hold	200	–	–	﹤0.01%	1356
2015 Q2	$7K	Sell	200 -1,880	-90%	-$67.2K	﹤0.01%	1361
2015 Q1	$74K	Buy	2,080 +1,080	+108%	+$38.2K	0.02%	557
2014 Q4	$35K	Buy	1,000 +525	+111%	+$18.4K	0.01%	777
2014 Q3	$17K	Buy	475 +400	+533%	+$14.1K	﹤0.01%	1493
2014 Q2	$3K	Buy	+75	New	+$2.63K	﹤0.01%	1010

Other funds holding AOM

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

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

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

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

CIA

Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return

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

Next Financial Group's AOM Position: Q4 2021 in Review

Next Financial Group reduced its iShares Core Moderate Allocation ETF (AOM) stake by 1.8% in Q4 2021, selling an estimated $91 and leaving 110 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #2393.

Next Financial Group first reported a position in AOM in Q2 2014 and has held it in 23 quarters since. The position peaked at $74K in Q1 2015. 252 funds tracked by Wall St. Rank hold AOM as of Q4 2021.

Next Financial Group held 110 shares of iShares Core Moderate Allocation ETF worth $5K as of Q4 2021.
Next Financial Group sold 2 iShares Core Moderate Allocation ETF shares in Q4 2021, an estimated $91.
iShares Core Moderate Allocation ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2393 holding.
Next Financial Group first reported a position in iShares Core Moderate Allocation ETF in Q2 2014 and has held it in 23 quarters since.
Next Financial Group's iShares Core Moderate Allocation ETF position peaked at $74K in Q1 2015.
252 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.