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

Cetera Advisors’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	$1.19M	Buy	16,256 +980	+6%	+$69.2K	0.01%	1071
2023 Q4	$1.05M	Sell	15,276 -63	-0.4%	-$4.11K	0.01%	752
2023 Q3	$974K	Buy	15,339 +8,327	+119%	+$547K	0.02%	738
2023 Q2	$465K	Sell	7,012 -45	-0.6%	-$2.9K	0.01%	1098
2023 Q1	$449K	Sell	7,057 -521	-7%	-$32.5K	0.01%	1073
2022 Q4	$453K	Buy	7,578 +23	+0.3%	+$1.36K	0.01%	1032
2022 Q3	$419K	Buy	7,555 +940	+14%	+$57.1K	0.01%	855
2022 Q2	$396K	Buy	6,615 +57	+0.9%	+$3.63K	0.01%	945
2022 Q1	$452K	Buy	6,558 +1,297	+25%	+$89.7K	0.01%	936
2021 Q4	$383K	Sell	5,261 -325	-6%	-$23.4K	0.01%	999
2021 Q3	$390K	Buy	5,586 +511	+10%	+$36.4K	0.01%	978
2021 Q2	$359K	Buy	5,075 +125	+3%	+$8.7K	0.01%	966
2021 Q1	$331K	Buy	4,950 +13	+0.3%	+$859	0.01%	910
2020 Q4	$317K	Buy	4,937 +6	+0.1%	+$367	0.01%	808
2020 Q3	$286K	Buy	4,931 +496	+11%	+$28.6K	0.01%	748
2020 Q2	$243K	Buy	+4,435	New	+$231K	0.01%	770
2020 Q1	–	Sell	-4,466	Closed	-$259K	–	812
2019 Q4	$259K	Sell	4,466 -157	-3%	-$8.85K	0.01%	768
2019 Q3	$254K	Sell	4,623 -855	-16%	-$46.6K	0.01%	744
2019 Q2	$304K	Buy	5,478 +1,120	+26%	+$60.5K	0.01%	697
2019 Q1	$233K	Buy	+4,358	New	+$226K	0.01%	723
2018 Q4	–	Sell	-4,565	Closed	-$249K	–	853
2018 Q3	$249K	Buy	4,565 +269	+6%	+$14.6K	0.01%	794
2018 Q2	$229K	Buy	+4,296	New	+$231K	0.01%	765

Other funds holding AOA

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

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

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Cetera Advisors's AOA Position: Q1 2024 in Review

Cetera Advisors increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 6.4% in Q1 2024, buying an estimated $69.2K and bringing the position to 16,256 shares worth $1.19M. The position accounts for 0.01% of the portfolio, ranked #1071.

Cetera Advisors first reported a position in AOA in Q2 2018 and has held it in 22 quarters since. 305 funds tracked by Wall St. Rank hold AOA as of Q1 2024.

Cetera Advisors held 16,256 shares of iShares Core 80/20 Aggressive Allocation ETF worth $1.19M as of Q1 2024.
Cetera Advisors bought 980 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2024, an estimated $69.2K.
iShares Core 80/20 Aggressive Allocation ETF made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #1071 holding.
Cetera Advisors first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q2 2018 and has held it in 22 quarters since.
305 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2024.

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