Kovack Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Kovack Advisors’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
2020 Q1	–	Sell	-7,467	Closed	-$433K	–	470
2019 Q4	$433K	Buy	7,467 +63	+0.9%	+$3.55K	0.08%	272
2019 Q3	$407K	Hold	7,404	–	–	0.08%	270
2019 Q2	$408K	Hold	7,404	–	–	0.09%	245
2019 Q1	$396K	Hold	7,404	–	–	0.1%	238
2018 Q4	$359K	Buy	+7,404	New	+$379K	0.11%	222

Other funds holding AOA

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Commonwealth Equity Services

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

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

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

Peregrine Asset Advisers Portland, Oregon $371M AUM 41.36% 1-Year Est. Return