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Petix & Botte Financial’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Petix & Botte Financial’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
2024
Q2 		– Sell
-3,505
Closed -$257K – 123
2024
Q1 		$257K Buy
+3,505
New +$247K 0.06% 119

Other funds holding AOA

Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAMG
Patton Albertson Miller Group Chattanooga, Tennessee $842M AUM 27.94% 1-Year Est. Return

Petix & Botte Financial's AOA Position: Q2 2024 in Review

Petix & Botte Financial sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q2 2024, closing a stake of 3,505 shares — an estimated $257K sold.

Petix & Botte Financial first reported a position in AOA in Q1 2024 and held it in 1 quarter. The position peaked at $257K in Q1 2024. 315 funds tracked by Wall St. Rank hold AOA as of Q2 2024.

  • Petix & Botte Financial reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q2 2024 after selling out during the quarter.
  • Petix & Botte Financial sold 3,505 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2024, an estimated $257K.
  • Petix & Botte Financial first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2024 and held it in 1 quarter.
  • Petix & Botte Financial's iShares Core 80/20 Aggressive Allocation ETF position peaked at $257K in Q1 2024.
  • 315 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2024.

Based on Petix & Botte Financial's 13F filing for Q2 2024, filed 13 Aug 2024.