Frontier Wealth Management’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Frontier Wealth Management’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
2022 Q2	$262K	Buy	4,374 +139	+3%	+$8.85K	0.02%	319
2022 Q1	$284K	Buy	+4,235	New	+$293K	﹤0.01%	313

Other funds holding AOA

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Frontier Wealth Management's AOA Position: Q2 2022 in Review

Frontier Wealth Management increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 3.3% in Q2 2022, buying an estimated $8.85K and bringing the position to 4,374 shares worth $262K. The position accounts for 0.02% of the portfolio, ranked #319.

Frontier Wealth Management first reported a position in AOA in Q1 2022 and has held it in 2 quarters since. The position peaked at $284K in Q1 2022. 248 funds tracked by Wall St. Rank hold AOA as of Q2 2022.

Frontier Wealth Management held 4,374 shares of iShares Core 80/20 Aggressive Allocation ETF worth $262K as of Q2 2022.
Frontier Wealth Management bought 139 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2022, an estimated $8.85K.
iShares Core 80/20 Aggressive Allocation ETF made up 0.02% of Frontier Wealth Management's portfolio in Q2 2022, its #319 holding.
Frontier Wealth Management first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2022 and has held it in 2 quarters since.
Frontier Wealth Management's iShares Core 80/20 Aggressive Allocation ETF position peaked at $284K in Q1 2022.
248 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.