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
Q2 		$604K Buy
6,186
+329
+6% +$31.4K ﹤0.01% 2267
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 $65.2B AUM 31.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return
EIG
Ellenbecker Investment Group Waukesha, Wisconsin $860M AUM 18.53% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Janney Montgomery Scott's AOA Position: Q2 2026 in Review

Janney Montgomery Scott increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 5.6% in Q2 2026, buying an estimated $31.4K and bringing the position to 6,186 shares worth $604K. The position accounts for ﹤0.01% of the portfolio, ranked #2267.

Janney Montgomery Scott first reported a position in AOA in Q4 2018 and has held it in 17 quarters since. The position peaked at $6.09M in Q4 2022. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • Janney Montgomery Scott held 6,186 shares of iShares Core 80/20 Aggressive Allocation ETF worth $604K as of Q2 2026.
  • Janney Montgomery Scott bought 329 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $31.4K.
  • iShares Core 80/20 Aggressive Allocation ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #2267 holding.
  • Janney Montgomery Scott first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2018 and has held it in 17 quarters since.
  • Janney Montgomery Scott's iShares Core 80/20 Aggressive Allocation ETF position peaked at $6.09M in Q4 2022.
  • 422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.