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

Optimum Investment 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
2022 Q1	–	Sell	-500	Closed	-$23K	–	828
2021 Q4	$23K	Hold	500	–	–	0.01%	575
2021 Q3	$22K	Hold	500	–	–	0.01%	584
2021 Q2	$23K	Buy	+500	New	+$22.3K	0.01%	635
2021 Q1	–	Sell	-1,716	Closed	-$74K	–	909
2020 Q4	$74K	Sell	1,716 -1,909	-53%	-$80.4K	0.02%	409
2020 Q3	$149K	Buy	3,625 +1,142	+46%	+$46.8K	0.05%	270
2020 Q2	$99K	Buy	2,483 +539	+28%	+$20.8K	0.03%	326
2020 Q1	$71K	Hold	1,944	–	–	0.03%	356
2019 Q4	$78K	Buy	1,944 +21	+1%	+$832	0.02%	431
2019 Q3	$76K	Buy	1,923 +14	+0.7%	+$545	0.02%	424
2019 Q2	$74K	Buy	1,909 +9	+0.5%	+$344	0.02%	432
2019 Q1	$72K	Hold	1,900	–	–	0.02%	437
2018 Q4	$68K	Hold	1,900	–	–	0.02%	412
2018 Q3	$72K	Buy	1,900 +1,600	+533%	+$60.4K	0.02%	456
2018 Q2	$11K	Hold	300	–	–	﹤0.01%	828
2018 Q1	$11K	Buy	+300	New	+$11.4K	﹤0.01%	808
2015 Q1	$21K	Buy	+600	New	+$21.2K	0.01%	672

Other funds holding AOM

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

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

Optimum Investment Advisors's AOM Position: Q1 2022 in Review

Optimum Investment Advisors sold out of iShares Core Moderate Allocation ETF (AOM) in Q1 2022, closing a stake of 500 shares — an estimated $23K sold.

Optimum Investment Advisors first reported a position in AOM in Q1 2015 and held it in 16 quarters. The position peaked at $149K in Q3 2020. 250 funds tracked by Wall St. Rank hold AOM as of Q1 2022.

Optimum Investment Advisors reported no remaining iShares Core Moderate Allocation ETF position as of Q1 2022 after selling out during the quarter.
Optimum Investment Advisors sold 500 iShares Core Moderate Allocation ETF shares in Q1 2022, an estimated $23K.
Optimum Investment Advisors first reported a position in iShares Core Moderate Allocation ETF in Q1 2015 and held it in 16 quarters.
Optimum Investment Advisors's iShares Core Moderate Allocation ETF position peaked at $149K in Q3 2020.
250 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2022.

Based on Optimum Investment Advisors's 13F filing for Q1 2022, filed 8 Apr 2022.