U.S. Capital Wealth Advisors’s iShares Core Moderate Allocation ETF AOM Stock Holding History

U.S. Capital 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
2023 Q1	–	Sell	-106	Closed	-$4.03K	–	679
2022 Q4	$4.03K	Buy	+106	New	+$4.02K	﹤0.01%	1418

Other funds holding AOM

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

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

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WFS

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

U.S. Capital Wealth Advisors's AOM Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of iShares Core Moderate Allocation ETF (AOM) in Q1 2023, closing a stake of 106 shares — an estimated $4.03K sold.

U.S. Capital Wealth Advisors first reported a position in AOM in Q4 2022 and held it in 1 quarter. The position peaked at $4.03K in Q4 2022. 226 funds tracked by Wall St. Rank hold AOM as of Q1 2023.

U.S. Capital Wealth Advisors reported no remaining iShares Core Moderate Allocation ETF position as of Q1 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 106 iShares Core Moderate Allocation ETF shares in Q1 2023, an estimated $4.03K.
U.S. Capital Wealth Advisors first reported a position in iShares Core Moderate Allocation ETF in Q4 2022 and held it in 1 quarter.
U.S. Capital Wealth Advisors's iShares Core Moderate Allocation ETF position peaked at $4.03K in Q4 2022.
226 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.