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Aptus Capital Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Aptus Capital 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
2026
Q2 		$151K Buy
1,546
+161
+12% +$15.4K ﹤0.01% 1178
2026
Q1 		$123K Sell
1,385
-274
-17% -$25K ﹤0.01% 1105
2025
Q4 		$149K Buy
1,659
+50
+3% +$4.45K ﹤0.01% 1083
2025
Q3 		$142K Sell
1,609
-464
-22% -$39.5K ﹤0.01% 1042
2025
Q2 		$173K Sell
2,073
-146
-7% -$11.4K ﹤0.01% 973
2025
Q1 		$170K Buy
2,219
+353
+19% +$27.5K ﹤0.01% 925
2024
Q4 		$143K Buy
1,866
+44
+2% +$3.45K ﹤0.01% 949
2024
Q3 		$144K Buy
1,822
+128
+8% +$9.72K ﹤0.01% 807
2024
Q2 		$127K Sell
1,694
-281
-14% -$20.5K ﹤0.01% 790
2024
Q1 		$145K Sell
1,975
-11,836
-86% -$835K ﹤0.01% 769
2023
Q4 		$954K Buy
13,811
+13,658
+8,927% +$890K 0.03% 298
2023
Q3 		$9.71K Sell
153
-75
-33% -$4.93K ﹤0.01% 802
2023
Q2 		$15.1K Sell
228
-163
-42% -$10.5K ﹤0.01% 675
2023
Q1 		$24.9K Buy
+391
New +$24.4K ﹤0.01% 618

Other funds holding AOA

Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return
EIG
Ellenbecker Investment Group Waukesha, Wisconsin $860M AUM 18.53% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Aptus Capital Advisors's AOA Position: Q2 2026 in Review

Aptus Capital Advisors increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 12% in Q2 2026, buying an estimated $15.4K and bringing the position to 1,546 shares worth $151K. The position accounts for ﹤0.01% of the portfolio, ranked #1178.

Aptus Capital Advisors first reported a position in AOA in Q1 2023 and has held it in 14 quarters since. The position peaked at $954K in Q4 2023. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • Aptus Capital Advisors held 1,546 shares of iShares Core 80/20 Aggressive Allocation ETF worth $151K as of Q2 2026.
  • Aptus Capital Advisors bought 161 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $15.4K.
  • iShares Core 80/20 Aggressive Allocation ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1178 holding.
  • Aptus Capital Advisors first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2023 and has held it in 14 quarters since.
  • Aptus Capital Advisors's iShares Core 80/20 Aggressive Allocation ETF position peaked at $954K in Q4 2023.
  • 422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.