Cetera Investment Advisers
AOA icon

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

Cetera Investment Advisers’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 		$5.48M Sell
61,971
-1,742
-3% -$159K 0.01% 1450
2025
Q4 		$5.71M Sell
63,713
-73,826
-54% -$6.57M 0.01% 1380
2025
Q3 		$12.1M Buy
137,539
+5,638
+4% +$480K 0.01% 877
2025
Q2 		$11M Buy
131,901
+17,919
+16% +$1.4M 0.02% 776
2025
Q1 		$8.72M Buy
113,982
+44,152
+63% +$3.44M 0.02% 839
2024
Q4 		$5.35M Buy
69,830
+49,477
+243% +$3.88M 0.01% 1004
2024
Q3 		$1.61M Buy
20,353
+26
+0.1% +$1.98K ﹤0.01% 1779
2024
Q2 		$1.52M Sell
20,327
-685
-3% -$50.1K ﹤0.01% 1781
2024
Q1 		$1.54M Buy
+21,012
New +$1.48M ﹤0.01% 1746
2022
Q4 		– Sell
-4,376
Closed -$243K – 2113
2022
Q3 		$243K Buy
+4,376
New +$266K ﹤0.01% 1399

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 $376B 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 $501B AUM 22.01% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.06B 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 $6.18B AUM 18.43% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return