Joseph P. Lucia & Associates’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Joseph P. Lucia & Associates’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
2022 Q3	–	Sell	-4	Closed	–	–	119
2022 Q2	$0	Hold	4	–	–	﹤0.01%	435
2022 Q1	$0	Buy	+4	New	+$277	﹤0.01%	439
2021 Q4	–	Sell	-4	Closed	–	–	146
2021 Q3	$0	Hold	4	–	–	﹤0.01%	579
2021 Q2	$0	Hold	4	–	–	﹤0.01%	568
2021 Q1	$0	Hold	4	–	–	﹤0.01%	568
2020 Q4	$0	Buy	+4	New	+$245	﹤0.01%	479
2020 Q3	–	Sell	-3	Closed	–	–	106
2020 Q2	$0	Hold	3	–	–	﹤0.01%	473
2020 Q1	$0	Hold	3	–	–	﹤0.01%	443
2019 Q4	$0	Hold	3	–	–	﹤0.01%	444
2019 Q3	$0	Hold	3	–	–	﹤0.01%	448
2019 Q2	$0	Sell	3 -206	-99%	-$11.1K	﹤0.01%	443
2019 Q1	$3	Buy	+209	New	+$10.8K	﹤0.01%	339

Other funds holding AOA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Joseph P. Lucia & Associates's AOA Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q3 2022, closing a stake of 4 shares.

Joseph P. Lucia & Associates first reported a position in AOA in Q1 2019 and held it in 12 quarters. The position peaked at $3 in Q1 2019. 234 funds tracked by Wall St. Rank hold AOA as of Q3 2022.

Joseph P. Lucia & Associates reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q3 2022 after selling out during the quarter.
Joseph P. Lucia & Associates sold 4 iShares Core 80/20 Aggressive Allocation ETF shares in Q3 2022.
Joseph P. Lucia & Associates first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2019 and held it in 12 quarters.
Joseph P. Lucia & Associates's iShares Core 80/20 Aggressive Allocation ETF position peaked at $3 in Q1 2019.
234 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.