ECA
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Elevation Capital Advisory’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Elevation Capital Advisory’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
Q1 		$4.11M Buy
102,956
+76,897
+295% +$3.12M 1.75% 24
2025
Q4 		$1.05M Buy
26,059
+16,105
+162% +$650K 0.43% 52
2025
Q3 		$400K Sell
9,954
-227,051
-96% -$8.95M 0.16% 55
2025
Q2 		$9.26M Buy
+237,005
New +$8.96M 3.71% 6
2024
Q4 		– Sell
-146,870
Closed -$5.68M – 54
2024
Q3 		$5.68M Buy
+146,870
New +$5.54M 2.51% 19

Other funds holding AOK

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $8.75B AUM 16.46% 1-Year Est. Return
CFP
Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.61B AUM 15.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return