Advisor Group’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Advisor Group’s Portfolio AOA Stock Details AOA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$776K	Buy	13,372 +1,913	+17%	+$108K	0.01%	1366
2019 Q3	$629K	Sell	11,459 -31	-0.3%	-$1.69K	﹤0.01%	1445
2019 Q2	$633K	Buy	11,490 +2,423	+27%	+$131K	﹤0.01%	1450
2019 Q1	$484K	Sell	9,067 -1,343	-13%	-$69.6K	﹤0.01%	1614
2018 Q4	$505K	Sell	10,410 -2,934	-22%	-$150K	0.01%	1398
2018 Q3	$730K	Buy	13,344 +1,973	+17%	+$107K	0.01%	1204
2018 Q2	$607K	Buy	11,371 +389	+4%	+$20.9K	0.01%	1174
2018 Q1	$589K	Sell	10,982 -463	-4%	-$25.3K	0.01%	1204
2017 Q4	$616K	Buy	11,445 +1,003	+10%	+$54.8K	0.01%	1194
2017 Q3	$559K	Buy	10,442 +2,090	+25%	+$110K	0.01%	1134
2017 Q2	$433K	Sell	8,352 -809	-9%	-$41.3K	0.01%	1239
2017 Q1	$458K	Buy	9,161 +1,364	+17%	+$66.7K	0.01%	1131
2016 Q4	$367K	Buy	7,797 +42	+0.5%	+$1.97K	0.01%	1180
2016 Q3	$369K	Buy	7,755 +262	+3%	+$12.3K	0.01%	1146
2016 Q2	$343K	Buy	+7,493	New	+$341K	0.01%	1124

Other funds holding AOA

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

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

PAMG

Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return

Advisor Group's AOA Position: Q4 2019 in Review

Advisor Group increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 17% in Q4 2019, buying an estimated $108K and bringing the position to 13,372 shares worth $776K. The position accounts for 0.01% of the portfolio, ranked #1366.

Advisor Group first reported a position in AOA in Q2 2016 and has held it in 15 quarters since. 189 funds tracked by Wall St. Rank hold AOA as of Q4 2019.

Advisor Group held 13,372 shares of iShares Core 80/20 Aggressive Allocation ETF worth $776K as of Q4 2019.
Advisor Group bought 1,913 iShares Core 80/20 Aggressive Allocation ETF shares in Q4 2019, an estimated $108K.
iShares Core 80/20 Aggressive Allocation ETF made up 0.01% of Advisor Group's portfolio in Q4 2019, its #1366 holding.
Advisor Group first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q2 2016 and has held it in 15 quarters since.
189 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.