Pinnacle Wealth Planning Services’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Pinnacle Wealth Planning Services’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
2026 Q1	$394K	Buy	4,456 +3,972	+821%	+$362K	0.04%	264
2025 Q4	$43.3K	Buy	+484	New	+$43.1K	﹤0.01%	1296
2021 Q1	–	Sell	-104	Closed	-$7K	–	430
2020 Q4	$7K	Buy	+104	New	+$6.36K	﹤0.01%	1499

Other funds holding AOA

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

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

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

EIG

Ellenbecker Investment Group Waukesha, Wisconsin $743M AUM 15.2% 1-Year Est. Return

JSA

Jim Saulnier & Associates Fort Collins, Colorado $205M AUM 10.53% 1-Year Est. Return

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

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

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

Pinnacle Wealth Planning Services's AOA Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 821% in Q1 2026, buying an estimated $362K and bringing the position to 4,456 shares worth $394K. The position accounts for 0.04% of the portfolio, ranked #264.

Pinnacle Wealth Planning Services first reported a position in AOA in Q4 2020 and has held it in 3 quarters since. 403 funds tracked by Wall St. Rank hold AOA as of Q1 2026.

Pinnacle Wealth Planning Services held 4,456 shares of iShares Core 80/20 Aggressive Allocation ETF worth $394K as of Q1 2026.
Pinnacle Wealth Planning Services bought 3,972 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2026, an estimated $362K.
iShares Core 80/20 Aggressive Allocation ETF made up 0.04% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #264 holding.
Pinnacle Wealth Planning Services first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2020 and has held it in 3 quarters since.
403 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.