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NFP Retirement Inc’s iShares Core Moderate Allocation ETF AOM Stock Holding History

NFP Retirement Inc’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
-5,029
Closed -$209K – 281
2023
Q4 		$209K Sell
5,029
-1,441
-22% -$57.1K 0.04% 227
2023
Q3 		$252K Buy
+6,470
New +$259K 0.05% 199

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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

NFP Retirement Inc's AOM Position: Q1 2024 in Review

NFP Retirement Inc sold out of iShares Core Moderate Allocation ETF (AOM) in Q1 2024, closing a stake of 5,029 shares — an estimated $209K sold.

NFP Retirement Inc first reported a position in AOM in Q3 2023 and held it in 2 quarters. The position peaked at $252K in Q3 2023. 234 funds tracked by Wall St. Rank hold AOM as of Q1 2024.

  • NFP Retirement Inc reported no remaining iShares Core Moderate Allocation ETF position as of Q1 2024 after selling out during the quarter.
  • NFP Retirement Inc sold 5,029 iShares Core Moderate Allocation ETF shares in Q1 2024, an estimated $209K.
  • NFP Retirement Inc first reported a position in iShares Core Moderate Allocation ETF in Q3 2023 and held it in 2 quarters.
  • NFP Retirement Inc's iShares Core Moderate Allocation ETF position peaked at $252K in Q3 2023.
  • 234 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2024.

Based on NFP Retirement Inc's 13F filing for Q1 2024, filed 13 Feb 2025.