GI
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Gradient Investments’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Gradient Investments’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
2024
Q3 		– Sell
-509
Closed -$38.1K – 342
2024
Q2 		$38.1K Buy
+509
New +$37.2K ﹤0.01% 533
2022
Q4 		– Sell
-100
Closed -$6K – 1508
2022
Q3 		$6K Hold
100
– – ﹤0.01% 899
2022
Q2 		$6K Buy
+100
New +$6.37K ﹤0.01% 858
2018
Q4 		– Sell
-577
Closed -$32K – 924
2018
Q3 		$32K Hold
577
– – ﹤0.01% 417
2018
Q2 		$31K Hold
577
– – ﹤0.01% 408
2018
Q1 		$31K Hold
577
– – ﹤0.01% 408
2017
Q4 		$31K Buy
+577
New +$31.5K ﹤0.01% 412

Other funds holding AOA

Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAMG
Patton Albertson Miller Group Chattanooga, Tennessee $842M AUM 27.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return