Cetera Advisor Networks’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Cetera Advisor Networks’s Portfolio AOK Stock Details AOK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$531K	Buy	14,411 +8,205	+132%	+$297K	﹤0.01%	1894
2023 Q4	$224K	Sell	6,206 -4,360	-41%	-$151K	﹤0.01%	2453
2023 Q3	$359K	Buy	10,566 +324	+3%	+$11.3K	﹤0.01%	2012
2023 Q2	$361K	Sell	10,242 -8,797	-46%	-$308K	﹤0.01%	1956
2023 Q1	$666K	Sell	19,039 -5,001	-21%	-$173K	﹤0.01%	1496
2022 Q4	$808K	Buy	+24,040	New	+$806K	0.01%	1308
2020 Q3	–	Sell	-3,294	Closed	-$120K	–	1307
2020 Q2	$120K	Buy	+3,294	New	+$117K	﹤0.01%	1394

Other funds holding AOK

ACA

Atlas Capital Advisors Jackson, Wyoming $914M AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CFP

Curran Financial Partners Daniel Island, South Carolina $672M AUM 14.8% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

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

Cetera Advisor Networks increased its iShares Core Conservative Allocation ETF (AOK) stake by 132% in Q1 2024, buying an estimated $297K and bringing the position to 14,411 shares worth $531K. The position accounts for ﹤0.01% of the portfolio, ranked #1894.

Cetera Advisor Networks first reported a position in AOK in Q2 2020 and has held it in 7 quarters since. The position peaked at $808K in Q4 2022. 156 funds tracked by Wall St. Rank hold AOK as of Q1 2024.

Cetera Advisor Networks held 14,411 shares of iShares Core Conservative Allocation ETF worth $531K as of Q1 2024.
Cetera Advisor Networks bought 8,205 iShares Core Conservative Allocation ETF shares in Q1 2024, an estimated $297K.
iShares Core Conservative Allocation ETF made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1894 holding.
Cetera Advisor Networks first reported a position in iShares Core Conservative Allocation ETF in Q2 2020 and has held it in 7 quarters since.
Cetera Advisor Networks's iShares Core Conservative Allocation ETF position peaked at $808K in Q4 2022.
156 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q1 2024.

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