Sigma Planning Corp’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Sigma Planning Corp’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	-56,464	Closed	-$4.15M	–	1194
2024 Q1	$4.15M	Buy	56,464 +26,238	+87%	+$1.85M	0.13%	159
2023 Q4	$2.09M	Sell	30,226 -22,791	-43%	-$1.49M	0.16%	120
2023 Q3	$3.37M	Buy	53,017 +49,844	+1,571%	+$3.28M	0.13%	164
2023 Q2	$211K	Buy	+3,173	New	+$204K	0.01%	1077
2018 Q2	–	Sell	-6,133	Closed	-$328K	–	906
2018 Q1	$328K	Buy	6,133 +1,220	+25%	+$66.6K	0.02%	575
2017 Q4	$265K	Sell	4,913 -1,448	-23%	-$79.1K	0.02%	659
2017 Q3	$341K	Buy	+6,361	New	+$334K	0.03%	555

Other funds holding AOA

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

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

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

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

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

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

Sigma Planning Corp's AOA Position: Q2 2024 in Review

Sigma Planning Corp sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q2 2024, closing a stake of 56,464 shares — an estimated $4.15M sold.

Sigma Planning Corp first reported a position in AOA in Q3 2017 and held it in 7 quarters. The position peaked at $4.15M in Q1 2024. 315 funds tracked by Wall St. Rank hold AOA as of Q2 2024.

Sigma Planning Corp reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q2 2024 after selling out during the quarter.
Sigma Planning Corp sold 56,464 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2024, an estimated $4.15M.
Sigma Planning Corp first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q3 2017 and held it in 7 quarters.
Sigma Planning Corp's iShares Core 80/20 Aggressive Allocation ETF position peaked at $4.15M in Q1 2024.
315 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2024.

Based on Sigma Planning Corp's 13F filing for Q2 2024, filed 6 Aug 2024.