Sweet Financial Partners’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Sweet Financial Partners’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	-173,692	Closed	-$12M	–	168
2022 Q1	$12M	Buy	173,692 +170,867	+6,048%	+$11.8M	3.21%	11
2021 Q4	$206K	Buy	+2,825	New	+$204K	0.09%	146

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

Sweet Financial Partners's AOA Position: Q2 2022 in Review

Sweet Financial Partners sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q2 2022, closing a stake of 173,692 shares — an estimated $12M sold.

Sweet Financial Partners first reported a position in AOA in Q4 2021 and held it in 2 quarters. The position peaked at $12M in Q1 2022. 248 funds tracked by Wall St. Rank hold AOA as of Q2 2022.

Sweet Financial Partners reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q2 2022 after selling out during the quarter.
Sweet Financial Partners sold 173,692 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2022, an estimated $12M.
Sweet Financial Partners first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2021 and held it in 2 quarters.
Sweet Financial Partners's iShares Core 80/20 Aggressive Allocation ETF position peaked at $12M in Q1 2022.
248 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2022.

Based on Sweet Financial Partners's 13F filing for Q2 2022, filed 3 Aug 2022.