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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
Q2 		$671K Buy
6,877
+357
+5% +$34.1K 0.18% 85
2026
Q1 		$577K Sell
6,520
-399
-6% -$36.3K 0.17% 88
2025
Q4 		$620K Buy
6,919
+569
+9% +$50.7K 0.18% 82
2025
Q3 		$560K Buy
6,350
+655
+12% +$55.8K 0.18% 79
2025
Q2 		$475K Buy
5,695
+771
+16% +$60.3K 0.16% 84
2025
Q1 		$377K Buy
4,924
+633
+15% +$49.3K 0.14% 103
2024
Q4 		$329K Sell
4,291
-381
-8% -$29.8K 0.13% 106
2024
Q3 		$369K Buy
4,672
+242
+5% +$18.4K 0.19% 70
2024
Q2 		$331K Buy
4,430
+601
+16% +$43.9K 0.19% 72
2024
Q1 		$281K Buy
3,829
+27
+0.7% +$1.91K 0.19% 78
2023
Q4 		$263K Buy
3,802
+82
+2% +$5.34K 0.17% 74
2023
Q3 		$236K Sell
3,720
-15,139
-80% -$995K 0.17% 74
2023
Q2 		$237K Buy
18,859
+15,315
+432% +$985K 0.18% 71
2023
Q1 		$225K Buy
3,544
+69
+2% +$4.31K 0.18% 71
2022
Q4 		$208K Buy
+3,475
New +$206K 0.18% 67

Other funds holding AOA

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return
EIG
Ellenbecker Investment Group Waukesha, Wisconsin $860M AUM 18.53% 1-Year Est. Return
Cambridge Investment Research Advisors
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
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
PAMG
Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s AOA Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 5.5% in Q2 2026, buying an estimated $34.1K and bringing the position to 6,877 shares worth $671K. The position accounts for 0.18% of the portfolio, ranked #85.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in AOA in Q4 2022 and has held it in 15 quarters since. 277 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 6,877 shares of iShares Core 80/20 Aggressive Allocation ETF worth $671K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 357 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $34.1K.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.18% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #85 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2022 and has held it in 15 quarters since.
  • 277 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.