Arkadios Wealth Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Arkadios Wealth 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
2021 Q3	–	Sell	-600	Closed	-$42K	–	1858
2021 Q2	$42K	Hold	600	–	–	0.01%	977
2021 Q1	$40K	Hold	600	–	–	0.01%	750
2020 Q4	$38K	Buy	+600	New	+$36.7K	0.01%	604

Other funds holding AOA

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

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

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

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

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

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

PAMG

Patton Albertson Miller Group Chattanooga, Tennessee $842M AUM 27.94% 1-Year Est. Return

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

PAA

Peregrine Asset Advisers Portland, Oregon $371M AUM 41.36% 1-Year Est. Return

NWM

Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return

Arkadios Wealth Advisors's AOA Position: Q3 2021 in Review

Arkadios Wealth Advisors sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q3 2021, closing a stake of 600 shares — an estimated $42K sold.

Arkadios Wealth Advisors first reported a position in AOA in Q4 2020 and held it in 3 quarters. The position peaked at $42K in Q2 2021. 218 funds tracked by Wall St. Rank hold AOA as of Q3 2021.

Arkadios Wealth Advisors reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q3 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 600 iShares Core 80/20 Aggressive Allocation ETF shares in Q3 2021, an estimated $42K.
Arkadios Wealth Advisors first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2020 and held it in 3 quarters.
Arkadios Wealth Advisors's iShares Core 80/20 Aggressive Allocation ETF position peaked at $42K in Q2 2021.
218 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q3 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q3 2021, filed 19 Oct 2021.