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Prospera Financial Services’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Prospera Financial 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
2022
Q2 		– Sell
-296
Closed -$13K – 1647
2022
Q1 		$13K Buy
+296
New +$12.9K ﹤0.01% 1907
2020
Q4 		– Sell
-1,200
Closed -$49K – 715
2020
Q3 		$49K Buy
+1,200
New +$49.2K 0.02% 620

Other funds holding AOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Prospera Financial Services's AOM Position: Q2 2022 in Review

Prospera Financial Services sold out of iShares Core Moderate Allocation ETF (AOM) in Q2 2022, closing a stake of 296 shares — an estimated $13K sold.

Prospera Financial Services first reported a position in AOM in Q3 2020 and held it in 2 quarters. The position peaked at $49K in Q3 2020. 229 funds tracked by Wall St. Rank hold AOM as of Q2 2022.

  • Prospera Financial Services reported no remaining iShares Core Moderate Allocation ETF position as of Q2 2022 after selling out during the quarter.
  • Prospera Financial Services sold 296 iShares Core Moderate Allocation ETF shares in Q2 2022, an estimated $13K.
  • Prospera Financial Services first reported a position in iShares Core Moderate Allocation ETF in Q3 2020 and held it in 2 quarters.
  • Prospera Financial Services's iShares Core Moderate Allocation ETF position peaked at $49K in Q3 2020.
  • 229 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.