Aptus Capital Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $173K | Sell |
2,073
-146
| -7% | -$12.2K | ﹤0.01% | 963 |
|
|
2025
Q1 | $170K | Buy |
2,219
+353
| +19% | +$27K | ﹤0.01% | 920 |
|
|
2024
Q4 | $143K | Buy |
1,866
+44
| +2% | +$3.37K | ﹤0.01% | 941 |
|
|
2024
Q3 | $144K | Buy |
1,822
+128
| +8% | +$10.1K | ﹤0.01% | 806 |
|
|
2024
Q2 | $127K | Sell |
1,694
-281
| -14% | -$21K | ﹤0.01% | 787 |
|
|
2024
Q1 | $145K | Sell |
1,975
-11,836
| -86% | -$869K | ﹤0.01% | 764 |
|
|
2023
Q4 | $954K | Buy |
13,811
+13,658
| +8,927% | +$943K | 0.03% | 296 |
|
|
2023
Q3 | $9.71K | Sell |
153
-75
| -33% | -$4.76K | ﹤0.01% | 799 |
|
|
2023
Q2 | $15.1K | Sell |
228
-163
| -42% | -$10.8K | ﹤0.01% | 664 |
|
|
2023
Q1 | $24.9K | Buy |
+391
| New | +$24.9K | ﹤0.01% | 616 |
|