Summit Financial Wealth Advisors’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Summit Financial Wealth 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	-4,486	Closed	-$204K	–	133
2021 Q4	$204K	Hold	4,486	–	–	0.04%	131
2021 Q3	$201K	Hold	4,486	–	–	0.05%	122
2021 Q2	$202K	Sell	4,486 -747	-14%	-$33.3K	0.05%	120
2021 Q1	$226K	Hold	5,233	–	–	0.06%	101
2020 Q4	$215K	Hold	5,233	–	–	0.06%	93
2020 Q3	$213K	Buy	+5,233	New	+$214K	0.06%	108
2020 Q2	–	Sell	-6,800	Closed	-$250K	–	122
2020 Q1	$250K	Hold	6,800	–	–	0.08%	102
2019 Q4	$274K	Hold	6,800	–	–	0.07%	116
2019 Q3	$266K	Hold	6,800	–	–	0.07%	125
2019 Q2	$265K	Hold	6,800	–	–	0.06%	128
2019 Q1	$259K	Sell	6,800 -1,350	-17%	-$50.1K	0.07%	113
2018 Q4	$291K	Hold	8,150	–	–	0.09%	98
2018 Q3	$298K	Sell	8,150 -75	-0.9%	-$2.83K	0.09%	108
2018 Q2	$311K	Hold	8,225	–	–	0.1%	102
2018 Q1	$311K	Hold	8,225	–	–	0.1%	105
2017 Q4	$313K	Hold	8,225	–	–	0.11%	101
2017 Q3	$312K	Sell	8,225 -5,625	-41%	-$211K	0.11%	108
2017 Q2	$516K	Sell	13,850 -3,375	-20%	-$125K	0.2%	90
2017 Q1	$626K	Hold	17,225	–	–	0.27%	81
2016 Q4	$607K	Hold	17,225	–	–	0.27%	84
2016 Q3	$622K	Hold	17,225	–	–	0.27%	81
2016 Q2	$608K	Hold	17,225	–	–	0.25%	82
2016 Q1	$599K	Hold	17,225	–	–	0.26%	74
2015 Q4	$587K	Buy	+17,225	New	+$594K	0.27%	70

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

Summit Financial Wealth Advisors's AOM Position: Q1 2022 in Review

Summit Financial Wealth Advisors sold out of iShares Core Moderate Allocation ETF (AOM) in Q1 2022, closing a stake of 4,486 shares — an estimated $204K sold.

Summit Financial Wealth Advisors first reported a position in AOM in Q4 2015 and held it in 24 quarters. The position peaked at $626K in Q1 2017. 250 funds tracked by Wall St. Rank hold AOM as of Q1 2022.

Summit Financial Wealth Advisors reported no remaining iShares Core Moderate Allocation ETF position as of Q1 2022 after selling out during the quarter.
Summit Financial Wealth Advisors sold 4,486 iShares Core Moderate Allocation ETF shares in Q1 2022, an estimated $204K.
Summit Financial Wealth Advisors first reported a position in iShares Core Moderate Allocation ETF in Q4 2015 and held it in 24 quarters.
Summit Financial Wealth Advisors's iShares Core Moderate Allocation ETF position peaked at $626K in Q1 2017.
250 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2022.

Based on Summit Financial Wealth Advisors's 13F filing for Q1 2022, filed 6 May 2022.