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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s iShares Core Conservative Allocation ETF AOK Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
2023
Q1 		– Sell
-710
Closed -$23.9K – 323
2022
Q4 		$23.9K Buy
+710
New +$23.8K 0.02% 186

Other funds holding AOK

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $875M AUM
WAM
WNY Asset Management Williamsville, New York $967M AUM
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s AOK Position: Q1 2023 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of iShares Core Conservative Allocation ETF (AOK) in Q1 2023, closing a stake of 710 shares — an estimated $23.9K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in AOK in Q4 2022 and held it in 1 quarter. The position peaked at $23.9K in Q4 2022. 149 funds tracked by Wall St. Rank hold AOK as of Q1 2023.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining iShares Core Conservative Allocation ETF position as of Q1 2023 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 710 iShares Core Conservative Allocation ETF shares in Q1 2023, an estimated $23.9K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in iShares Core Conservative Allocation ETF in Q4 2022 and held it in 1 quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s iShares Core Conservative Allocation ETF position peaked at $23.9K in Q4 2022.
  • 149 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q1 2023.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q1 2023, filed 7 Aug 2026.