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HUB Investment Partners’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

HUB Investment 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
2025
Q4 		– Sell
-2,288
Closed -$202K – 960
2025
Q3 		$202K Buy
+2,288
New +$195K 0.01% 702
2025
Q2 		– Sell
-2,733
Closed -$209K – 730
2025
Q1 		$209K Hold
2,733
– – 0.01% 541
2024
Q4 		$209K Buy
2,733
+8
+0.3% +$627 0.01% 497
2024
Q3 		$215K Sell
2,725
-2,903
-52% -$221K 0.01% 464
2024
Q2 		$421K Buy
5,628
+1,741
+45% +$127K 0.02% 311
2024
Q1 		$286K Buy
+3,887
New +$274K 0.02% 366

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 $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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 $8.06B 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 $6.18B AUM 18.43% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return