Prospera Financial Services’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Prospera Financial 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
2022 Q2	–	Sell	-150	Closed	-$10K	–	1645
2022 Q1	$10K	Buy	+150	New	+$10.4K	﹤0.01%	2014
2020 Q4	–	Sell	-150	Closed	-$9K	–	714
2020 Q3	$9K	Buy	+150	New	+$8.65K	﹤0.01%	1129

Other funds holding AOA

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJA

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Prospera Financial Services's AOA Position: Q2 2022 in Review

Prospera Financial Services sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q2 2022, closing a stake of 150 shares — an estimated $10K sold.

Prospera Financial Services first reported a position in AOA in Q3 2020 and held it in 2 quarters. The position peaked at $10K in Q1 2022. 248 funds tracked by Wall St. Rank hold AOA as of Q2 2022.

Prospera Financial Services reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q2 2022 after selling out during the quarter.
Prospera Financial Services sold 150 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2022, an estimated $10K.
Prospera Financial Services first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q3 2020 and held it in 2 quarters.
Prospera Financial Services's iShares Core 80/20 Aggressive Allocation ETF position peaked at $10K in Q1 2022.
248 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.