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Lloyd Advisory Services’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Lloyd Advisory Services’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 		– Sell
-4
Closed -$144 – 869
2025
Q4 		$144 Buy
+4
New +$161 ﹤0.01% 537
2022
Q2 		– Sell
-6
Closed – – 93
2022
Q1 		$0 Hold
6
– – ﹤0.01% 599
2021
Q4 		$0 Sell
6
-11
-65% -$439 ﹤0.01% 422
2021
Q3 		$1K Buy
17
+11
+183% +$440 ﹤0.01% 357
2021
Q2 		$0 Sell
6
-454
-99% -$17.9K ﹤0.01% 398
2021
Q1 		$18K Buy
460
+1
+0.2% +$39 0.01% 218
2020
Q4 		$18K Buy
459
+4
+0.9% +$152 0.01% 177
2020
Q3 		$17K Sell
455
-617
-58% -$23K 0.01% 164
2020
Q2 		$39K Sell
1,072
-249
-19% -$8.81K 0.02% 117
2020
Q1 		$45K Sell
1,321
-332
-20% -$11.8K 0.03% 92
2019
Q4 		$60K Buy
+1,653
New +$59.3K 0.05% 110

Other funds holding AOK

LPL Financial
LPL Financial San Diego, California $376B 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 $5.7T AUM 30.48% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $8.75B AUM 16.46% 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 $3.61B 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