Guardian Financial Partners’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Guardian Financial Partners’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	-3,065	Closed	-$229K	–	45
2024 Q2	$229K	Buy	3,065 +9	+0.3%	+$658	0.15%	44
2024 Q1	$225K	Sell	3,056 -119	-4%	-$8.4K	0.15%	43
2023 Q4	$219K	Sell	3,175 -2,650	-45%	-$173K	0.18%	41
2023 Q3	$370K	Buy	5,825 +88	+2%	+$5.78K	0.35%	33
2023 Q2	$381K	Buy	5,737 +4	+0.1%	+$257	1.11%	13
2023 Q1	$365K	Buy	5,733 +11	+0.2%	+$687	0.37%	31
2022 Q4	$342K	Buy	5,722 +294	+5%	+$17.4K	0.36%	31
2022 Q3	$301K	Sell	5,428 -66	-1%	-$4.01K	0.35%	27
2022 Q2	$329K	Sell	5,494 -242	-4%	-$15.4K	0.37%	26
2022 Q1	$376K	Sell	5,736 -4,731	-45%	-$327K	0.39%	27
2021 Q4	$762K	Buy	+10,467	New	+$754K	0.73%	19

Other funds holding AOA

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 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 New York $1.66T AUM 25.57% 1-Year Est. Return

Guardian Financial Partners's AOA Position: Q3 2024 in Review

Guardian Financial Partners sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q3 2024, closing a stake of 3,065 shares — an estimated $229K sold.

Guardian Financial Partners first reported a position in AOA in Q4 2021 and held it in 11 quarters. The position peaked at $762K in Q4 2021. 318 funds tracked by Wall St. Rank hold AOA as of Q3 2024.

Guardian Financial Partners reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q3 2024 after selling out during the quarter.
Guardian Financial Partners sold 3,065 iShares Core 80/20 Aggressive Allocation ETF shares in Q3 2024, an estimated $229K.
Guardian Financial Partners first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2021 and held it in 11 quarters.
Guardian Financial Partners's iShares Core 80/20 Aggressive Allocation ETF position peaked at $762K in Q4 2021.
318 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q3 2024.

Based on Guardian Financial Partners's 13F filing for Q3 2024, filed 1 Nov 2024.