Cetera Advisor Networks’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Cetera Advisor Networks’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
2024 Q1	$283K	Buy	3,856 +83	+2%	+$5.86K	﹤0.01%	2334
2023 Q4	$261K	Buy	+3,773	New	+$246K	﹤0.01%	2338
2020 Q3	–	Sell	-572	Closed	-$31K	–	1306
2020 Q2	$31K	Buy	+572	New	+$29.8K	﹤0.01%	2159
2019 Q2	–	Sell	-27,866	Closed	-$1.49M	–	1197
2019 Q1	$1.49M	Buy	27,866 +38	+0.1%	+$1.97K	0.05%	309
2018 Q4	$1.35M	Sell	27,828 -788	-3%	-$40.3K	0.05%	299
2018 Q3	$1.56M	Sell	28,616 -3,531	-11%	-$191K	0.05%	294
2018 Q2	$1.72M	Buy	32,147 +14	+0%	+$754	0.09%	194
2018 Q1	$1.72M	Sell	32,133 -176	-0.5%	-$9.61K	0.08%	213
2017 Q4	$1.74M	Sell	32,309 -466	-1%	-$25.4K	0.07%	231
2017 Q3	$1.76M	Buy	32,775 +2,214	+7%	+$116K	0.08%	212
2017 Q2	$1.58M	Buy	30,561 +320	+1%	+$16.3K	0.07%	233
2017 Q1	$1.51M	Sell	30,241 -1,215	-4%	-$59.5K	0.07%	237
2016 Q4	$1.49M	Buy	31,456 +11,503	+58%	+$540K	0.08%	224
2016 Q3	$947K	Buy	19,953 +296	+2%	+$13.9K	0.04%	394
2016 Q2	$902K	Buy	19,657 +660	+3%	+$30K	0.05%	312
2016 Q1	$861K	Sell	18,997 -954	-5%	-$41.2K	0.05%	315
2015 Q4	$895K	Sell	19,951 -85	-0.4%	-$3.87K	0.06%	297
2015 Q3	$874K	Buy	20,036 +3,245	+19%	+$149K	0.06%	290
2015 Q2	$798K	Hold	16,791	–	–	0.05%	325
2015 Q1	$798K	Buy	16,791 +607	+4%	+$28.5K	0.05%	326
2014 Q4	$749K	Sell	16,184 -2,742	-14%	-$126K	0.05%	333
2014 Q3	$862K	Sell	18,926 -1,025	-5%	-$47.7K	0.06%	315
2014 Q2	$941K	Buy	19,951 +2,202	+12%	+$101K	0.06%	318
2014 Q1	$805K	Buy	17,749 +725	+4%	+$32.2K	0.06%	319
2013 Q4	$759K	Buy	17,024 +168	+1%	+$7.28K	0.06%	317
2013 Q3	$708K	Buy	16,856 +4,624	+38%	+$191K	0.06%	295
2013 Q2	$489K	Buy	+12,232	New	+$493K	0.05%	320

Other funds holding AOA

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

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

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

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return

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

LIA

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

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

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Cetera Advisor Networks's AOA Position: Q1 2024 in Review

Cetera Advisor Networks increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 2.2% in Q1 2024, buying an estimated $5.86K and bringing the position to 3,856 shares worth $283K. The position accounts for ﹤0.01% of the portfolio, ranked #2334.

Cetera Advisor Networks first reported a position in AOA in Q2 2013 and has held it in 27 quarters since. The position peaked at $1.76M in Q3 2017. 304 funds tracked by Wall St. Rank hold AOA as of Q1 2024.

Cetera Advisor Networks held 3,856 shares of iShares Core 80/20 Aggressive Allocation ETF worth $283K as of Q1 2024.
Cetera Advisor Networks bought 83 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2024, an estimated $5.86K.
iShares Core 80/20 Aggressive Allocation ETF made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2334 holding.
Cetera Advisor Networks first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q2 2013 and has held it in 27 quarters since.
Cetera Advisor Networks's iShares Core 80/20 Aggressive Allocation ETF position peaked at $1.76M in Q3 2017.
304 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.