Aptus Capital Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $142K | Sell |
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|
2025
Q2 | $173K | Sell |
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|
2025
Q1 | $170K | Buy |
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|
2024
Q4 | $143K | Buy |
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|
2024
Q3 | $144K | Buy |
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|
2024
Q2 | $127K | Sell |
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|
2024
Q1 | $145K | Sell |
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|
2023
Q4 | $954K | Buy |
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|
2023
Q3 | $9.71K | Sell |
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|
2023
Q2 | $15.1K | Sell |
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|
2023
Q1 | $24.9K | Buy |
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