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

Sowell 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
2021 Q2	–	Sell	-1,847	Closed	-$129K	–	620
2021 Q1	$129K	Buy	1,847 +629	+52%	+$41.5K	﹤0.01%	1259
2020 Q4	$78K	Buy	1,218 +37	+3%	+$2.26K	﹤0.01%	1246
2020 Q3	$68K	Buy	1,181 +19	+2%	+$1.1K	﹤0.01%	1106
2020 Q2	$64K	Sell	1,162 -1,014	-47%	-$52.8K	﹤0.01%	1099
2020 Q1	$103K	Buy	2,176 +57	+3%	+$3.12K	0.01%	828
2019 Q4	$123K	Buy	2,119 +64	+3%	+$3.61K	0.01%	847
2019 Q3	$113K	Buy	+2,055	New	+$112K	0.01%	791

Other funds holding AOA

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

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

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

Trilogy Capital Irvine, California $2.58B AUM 22.97% 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

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

PAMG

Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return

PAA

Peregrine Asset Advisers Portland, Oregon $461M AUM 43.48% 1-Year Est. Return

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

Sowell Financial Services's AOA Position: Q2 2021 in Review

Sowell Financial Services sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q2 2021, closing a stake of 1,847 shares — an estimated $129K sold.

Sowell Financial Services first reported a position in AOA in Q3 2019 and held it in 7 quarters. The position peaked at $129K in Q1 2021. 220 funds tracked by Wall St. Rank hold AOA as of Q2 2021.

Sowell Financial Services reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 1,847 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2021, an estimated $129K.
Sowell Financial Services first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q3 2019 and held it in 7 quarters.
Sowell Financial Services's iShares Core 80/20 Aggressive Allocation ETF position peaked at $129K in Q1 2021.
220 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.