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GPS Wealth Strategies Group’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

GPS Wealth Strategies Group’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
2025
Q4 		– Sell
-658
Closed -$58K – 615
2025
Q3 		$58K Hold
658
– – 0.01% 639
2025
Q2 		$54.9K Buy
+658
New +$51.5K 0.01% 607

Other funds holding AOA

AF
Align Financial Hermantown, Minnesota $176M AUM
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $205M AUM 10.53% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
EIG
Ellenbecker Investment Group Waukesha, Wisconsin $743M AUM 15.2% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

GPS Wealth Strategies Group's AOA Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q4 2025, closing a stake of 658 shares — an estimated $58K sold.

GPS Wealth Strategies Group first reported a position in AOA in Q2 2025 and held it in 2 quarters. The position peaked at $58K in Q3 2025. 401 funds tracked by Wall St. Rank hold AOA as of Q4 2025.

  • GPS Wealth Strategies Group reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q4 2025 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 658 iShares Core 80/20 Aggressive Allocation ETF shares in Q4 2025, an estimated $58K.
  • GPS Wealth Strategies Group first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q2 2025 and held it in 2 quarters.
  • GPS Wealth Strategies Group's iShares Core 80/20 Aggressive Allocation ETF position peaked at $58K in Q3 2025.
  • 401 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.