ECA
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Elevated Capital Advisors’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Elevated Capital Advisors’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
2026
Q2 		$12.5K Sell
302
-34
-10% -$1.4K ﹤0.01% 461
2026
Q1 		$13.4K Buy
336
+8
+2% +$324 ﹤0.01% 438
2025
Q4 		$13.2K Buy
+328
New +$13.2K ﹤0.01% 427

Other funds holding AOK

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
ECA
Elevation Capital Advisory Bend, Oregon $259M AUM 22.91% 1-Year Est. Return
CFP
Curran Financial Partners Daniel Island, South Carolina $672M AUM 14.8% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Elevated Capital Advisors's AOK Position: Q2 2026 in Review

Elevated Capital Advisors reduced its iShares Core Conservative Allocation ETF (AOK) stake by 10% in Q2 2026, selling an estimated $1.4K and leaving 302 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #461.

Elevated Capital Advisors first reported a position in AOK in Q4 2025 and has held it in 3 quarters since. The position peaked at $13.4K in Q1 2026. 184 funds tracked by Wall St. Rank hold AOK as of Q2 2026.

  • Elevated Capital Advisors held 302 shares of iShares Core Conservative Allocation ETF worth $12.5K as of Q2 2026.
  • Elevated Capital Advisors sold 34 iShares Core Conservative Allocation ETF shares in Q2 2026, an estimated $1.4K.
  • iShares Core Conservative Allocation ETF made up ﹤0.01% of Elevated Capital Advisors's portfolio in Q2 2026, its #461 holding.
  • Elevated Capital Advisors first reported a position in iShares Core Conservative Allocation ETF in Q4 2025 and has held it in 3 quarters since.
  • Elevated Capital Advisors's iShares Core Conservative Allocation ETF position peaked at $13.4K in Q1 2026.
  • 184 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.