Coppell Advisory Solutions’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Coppell Advisory Solutions’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
2025 Q1	–	Sell	-216	Closed	-$16.6K	–	403
2024 Q4	$16.6K	Buy	216 +123	+132%	+$9.63K	﹤0.01%	938
2024 Q3	$7.32K	Buy	+93	New	+$7.07K	﹤0.01%	1163
2023 Q4	–	Sell	-106	Closed	-$6.33K	–	1736
2023 Q3	$6.33K	Buy	+106	New	+$6.97K	﹤0.01%	678
2023 Q1	–	Sell	-106	Closed	-$6.33K	–	246
2022 Q4	$6.33K	Buy	+106	New	+$6.28K	﹤0.01%	681

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 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

Coppell Advisory Solutions's AOA Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q1 2025, closing a stake of 216 shares — an estimated $16.6K sold.

Coppell Advisory Solutions first reported a position in AOA in Q4 2022 and held it in 4 quarters. The position peaked at $16.6K in Q4 2024. 346 funds tracked by Wall St. Rank hold AOA as of Q1 2025.

Coppell Advisory Solutions reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 216 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2025, an estimated $16.6K.
Coppell Advisory Solutions first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2022 and held it in 4 quarters.
Coppell Advisory Solutions's iShares Core 80/20 Aggressive Allocation ETF position peaked at $16.6K in Q4 2024.
346 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.