RiverTree Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

RiverTree Advisors’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 Q1	–	Sell	-120,750	Closed	-$8.79M	–	34
2021 Q4	$8.79M	Buy	120,750 +53,778	+80%	+$3.88M	5.63%	4
2021 Q3	$4.67M	Sell	66,972 -685	-1%	-$48.8K	3.19%	13
2021 Q2	$4.78M	Sell	67,657 -1,048	-2%	-$72.9K	3.23%	15
2021 Q1	$4.6M	Buy	+68,705	New	+$4.54M	3.22%	14

Other funds holding AOA

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SFP

Sweet Financial Partners Fairmont, Minnesota $462M AUM 26.73% 1-Year Est. Return

FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RiverTree Advisors's AOA Position: Q1 2022 in Review

RiverTree Advisors sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q1 2022, closing a stake of 120,750 shares — an estimated $8.79M sold.

RiverTree Advisors first reported a position in AOA in Q1 2021 and held it in 4 quarters. The position peaked at $8.79M in Q4 2021. 262 funds tracked by Wall St. Rank hold AOA as of Q1 2022.

RiverTree Advisors reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q1 2022 after selling out during the quarter.
RiverTree Advisors sold 120,750 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2022, an estimated $8.79M.
RiverTree Advisors first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2021 and held it in 4 quarters.
RiverTree Advisors's iShares Core 80/20 Aggressive Allocation ETF position peaked at $8.79M in Q4 2021.
262 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2022.

Based on RiverTree Advisors's 13F filing for Q1 2022, filed 25 Apr 2022.