Janney Montgomery Scott
AOA icon

Janney Montgomery Scott’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Janney Montgomery Scott’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
2026
Q1 		$518K Sell
5,857
-2,079
-26% -$189K ﹤0.01% 2025
2025
Q4 		$711K Buy
7,936
+1,713
+28% +$153K ﹤0.01% 1960
2025
Q3 		$548K Buy
6,223
+57
+0.9% +$4.85K ﹤0.01% 2086
2025
Q2 		$514K Buy
6,166
+2,226
+56% +$174K ﹤0.01% 1984
2025
Q1 		$301K Sell
3,940
-35,375
-90% -$2.76M ﹤0.01% 2303
2024
Q4 		$3.01M Buy
39,315
+35,614
+962% +$2.79M 0.01% 986
2024
Q3 		$292K Sell
3,701
-176
-5% -$13.4K ﹤0.01% 2302
2024
Q2 		$290K Buy
+3,877
New +$283K ﹤0.01% 2230
2024
Q1 		– Sell
-7,345
Closed -$507K – 2719
2023
Q4 		$507K Sell
7,345
-9,026
-55% -$588K ﹤0.01% 1881
2023
Q3 		$1.04M Buy
16,371
+12,419
+314% +$816K ﹤0.01% 1319
2023
Q2 		$262K Sell
3,952
-6,314
-62% -$406K ﹤0.01% 2312
2023
Q1 		$653K Sell
10,266
-91,686
-90% -$5.73M ﹤0.01% 1558
2022
Q4 		$6.09M Buy
101,952
+79,473
+354% +$4.7M 0.02% 601
2022
Q3 		$1.25M Sell
22,479
-21,586
-49% -$1.31M 0.01% 1204
2022
Q2 		$2.64M Buy
+44,065
New +$2.8M 0.01% 815
2019
Q1 		– Sell
-11,636
Closed -$565K – 1997
2018
Q4 		$565K Buy
+11,636
New +$595K 0.01% 1225

Other funds holding AOA

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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
EIG
Ellenbecker Investment Group Waukesha, Wisconsin $743M AUM 15.2% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $205M AUM 10.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Janney Montgomery Scott's AOA Position: Q1 2026 in Review

Janney Montgomery Scott reduced its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 26% in Q1 2026, selling an estimated $189K and leaving 5,857 shares worth $518K. The position accounts for ﹤0.01% of the portfolio, ranked #2025.

Janney Montgomery Scott first reported a position in AOA in Q4 2018 and has held it in 16 quarters since. The position peaked at $6.09M in Q4 2022. 403 funds tracked by Wall St. Rank hold AOA as of Q1 2026.

  • Janney Montgomery Scott held 5,857 shares of iShares Core 80/20 Aggressive Allocation ETF worth $518K as of Q1 2026.
  • Janney Montgomery Scott sold 2,079 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2026, an estimated $189K.
  • iShares Core 80/20 Aggressive Allocation ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #2025 holding.
  • Janney Montgomery Scott first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2018 and has held it in 16 quarters since.
  • Janney Montgomery Scott's iShares Core 80/20 Aggressive Allocation ETF position peaked at $6.09M in Q4 2022.
  • 403 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.