American Portfolios Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

American Portfolios Advisors’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
2022 Q3	$4.99K	Hold	90	–	–	﹤0.01%	2821
2022 Q2	$5.39K	Hold	90	–	–	﹤0.01%	2802
2022 Q1	$6.21K	Hold	90	–	–	﹤0.01%	2872
2021 Q4	$6.55K	Sell	90 -267	-75%	-$19.2K	﹤0.01%	2793
2021 Q3	$24.9K	Hold	357	–	–	﹤0.01%	2178
2021 Q2	$25.2K	Buy	357 +22	+7%	+$1.53K	﹤0.01%	2107
2021 Q1	$22.4K	Hold	335	–	–	﹤0.01%	2007
2020 Q4	$21.5K	Hold	335	–	–	﹤0.01%	1779
2020 Q3	$19.4K	Sell	335 -940	-74%	-$54.2K	﹤0.01%	1713
2020 Q2	$70K	Buy	1,275 +9	+0.7%	+$468	﹤0.01%	1164
2020 Q1	$60.1K	Buy	1,266 +138	+12%	+$7.56K	0.01%	1090
2019 Q4	$65.4K	Buy	1,128 +793	+237%	+$44.7K	﹤0.01%	1242
2019 Q3	$18.4K	Sell	335 -66	-16%	-$3.6K	﹤0.01%	1696
2019 Q2	$22.1K	Sell	401 -49	-11%	-$2.65K	﹤0.01%	1636
2019 Q1	$24.1K	Buy	450 +56	+14%	+$2.9K	﹤0.01%	1520
2018 Q4	$19.1K	Buy	394 +59	+18%	+$3.02K	﹤0.01%	1390
2018 Q3	$18.3K	Hold	335	–	–	﹤0.01%	1513
2018 Q2	$17.9K	Hold	335	–	–	﹤0.01%	1490
2018 Q1	$17.9K	Hold	335	–	–	﹤0.01%	1419
2017 Q4	$18.1K	Buy	+335	New	+$18.3K	﹤0.01%	1366

Other funds holding AOA

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

LIA

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

American Portfolios Advisors's AOA Position: Q3 2022 in Review

American Portfolios Advisors held its iShares Core 80/20 Aggressive Allocation ETF (AOA) position steady in Q3 2022 at 90 shares worth $4.99K. The position accounts for ﹤0.01% of the portfolio, ranked #2821.

American Portfolios Advisors first reported a position in AOA in Q4 2017 and has held it in 20 quarters since. The position peaked at $70K in Q2 2020. 234 funds tracked by Wall St. Rank hold AOA as of Q3 2022.

American Portfolios Advisors held 90 shares of iShares Core 80/20 Aggressive Allocation ETF worth $4.99K as of Q3 2022.
American Portfolios Advisors left its iShares Core 80/20 Aggressive Allocation ETF share count unchanged in Q3 2022.
iShares Core 80/20 Aggressive Allocation ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2821 holding.
American Portfolios Advisors first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's iShares Core 80/20 Aggressive Allocation ETF position peaked at $70K in Q2 2020.
234 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.