Lido Advisors
AOK icon

Lido Advisors’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Lido Advisors’s Portfolio AOK Stock Details AOK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.21M Sell
55,500
-101,219
-65% -$4.1M 0.01% 682
2025
Q4 		$6.29M Hold
156,719
– – 0.02% 404
2025
Q3 		$6.29M Sell
156,719
-9,420
-6% -$371K 0.02% 389
2025
Q2 		$6.49M Sell
166,139
-15,934
-9% -$603K 0.03% 318
2025
Q1 		$6.85M Sell
182,073
-9,024
-5% -$340K 0.03% 295
2024
Q4 		$7.13M Sell
191,097
-13,730
-7% -$522K 0.03% 265
2024
Q3 		$7.92M Sell
204,827
-20,228
-9% -$764K 0.04% 239
2024
Q2 		$8.31M Sell
225,055
-58,646
-21% -$2.14M 0.05% 208
2024
Q1 		$10.4M Sell
283,701
-64,571
-19% -$2.34M 0.06% 165
2023
Q4 		$12.6M Sell
348,272
-4,389
-1% -$152K 0.09% 130
2023
Q3 		$12M Sell
352,661
-43,331
-11% -$1.51M 0.09% 122
2023
Q2 		$14M Buy
395,992
+30,093
+8% +$1.05M 0.1% 114
2023
Q1 		$12.8M Buy
+365,899
New +$12.7M 0.12% 101

Other funds holding AOK

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CFP
Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return