Certified Advisory Corp’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Certified Advisory Corp’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 Q2	–	Sell	-119	Closed	-$8K	–	234
2021 Q1	$8K	Buy	+119	New	+$7.86K	﹤0.01%	613
2020 Q2	$7K	Hold	119	–	–	﹤0.01%	594
2020 Q1	$6K	Hold	119	–	–	﹤0.01%	594
2019 Q4	$7K	Hold	119	–	–	﹤0.01%	622
2019 Q3	$7K	Hold	119	–	–	﹤0.01%	634
2019 Q2	$7K	Hold	119	–	–	﹤0.01%	630
2019 Q1	$6K	Buy	119 +17	+17%	+$881	﹤0.01%	605
2018 Q4	$5K	Hold	102	–	–	﹤0.01%	616
2018 Q3	$6K	Hold	102	–	–	﹤0.01%	629
2018 Q2	$5K	Hold	102	–	–	﹤0.01%	625
2018 Q1	$5K	Buy	+102	New	+$5.57K	﹤0.01%	588

Other funds holding AOA

Rockefeller Capital Management

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

Cambridge Investment Research Advisors

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

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

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

Commonwealth Equity Services

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

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

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

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