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Avantax Advisory Services’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$430K Buy
5,150
+9
+0.2% +$704 ﹤0.01% 1678
2025
Q1 		$393K Buy
+5,141
New +$401K ﹤0.01% 1669
2020
Q4 		– Sell
-3,666
Closed -$212K – 950
2020
Q3 		$212K Buy
+3,666
New +$211K ﹤0.01% 1204

Other funds holding AOA

Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avantax Advisory Services's AOA Position: Q2 2025 in Review

Avantax Advisory Services increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 0.18% in Q2 2025, buying an estimated $704 and bringing the position to 5,150 shares worth $430K. The position accounts for ﹤0.01% of the portfolio, ranked #1678.

Avantax Advisory Services first reported a position in AOA in Q3 2020 and has held it in 3 quarters since. 356 funds tracked by Wall St. Rank hold AOA as of Q2 2025.

  • Avantax Advisory Services held 5,150 shares of iShares Core 80/20 Aggressive Allocation ETF worth $430K as of Q2 2025.
  • Avantax Advisory Services bought 9 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2025, an estimated $704.
  • iShares Core 80/20 Aggressive Allocation ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1678 holding.
  • Avantax Advisory Services first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q3 2020 and has held it in 3 quarters since.
  • 356 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.