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Brinker Capital Investments’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Brinker Capital Investments’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
Q1 		– Sell
-2,746
Closed -$246K – 2011
2025
Q4 		$246K Buy
2,746
+400
+17% +$35.6K ﹤0.01% 1908
2025
Q3 		$207K Buy
+2,346
New +$200K ﹤0.01% 1957

Other funds holding AOA

Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
EIG
Ellenbecker Investment Group Waukesha, Wisconsin $743M AUM 15.2% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $205M AUM 10.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Brinker Capital Investments's AOA Position: Q1 2026 in Review

Brinker Capital Investments sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q1 2026, closing a stake of 2,746 shares — an estimated $246K sold.

Brinker Capital Investments first reported a position in AOA in Q3 2025 and held it in 2 quarters. The position peaked at $246K in Q4 2025. 403 funds tracked by Wall St. Rank hold AOA as of Q1 2026.

  • Brinker Capital Investments reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q1 2026 after selling out during the quarter.
  • Brinker Capital Investments sold 2,746 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2026, an estimated $246K.
  • Brinker Capital Investments first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q3 2025 and held it in 2 quarters.
  • Brinker Capital Investments's iShares Core 80/20 Aggressive Allocation ETF position peaked at $246K in Q4 2025.
  • 403 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2026.

Based on Brinker Capital Investments's 13F filing for Q1 2026, filed 13 May 2026.