U.S. Capital Wealth Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

U.S. Capital Wealth 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
2023 Q1	–	Sell	-224	Closed	-$13.4K	–	678
2022 Q4	$13.4K	Buy	+224	New	+$13.3K	﹤0.01%	1207

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

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

Waterloo Capital Austin, Texas $1.42B AUM 21.08% 1-Year Est. Return

LIA

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

PAMG

Patton Albertson Miller Group Chattanooga, Tennessee $842M AUM 27.94% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

U.S. Capital Wealth Advisors's AOA Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q1 2023, closing a stake of 224 shares — an estimated $13.4K sold.

U.S. Capital Wealth Advisors first reported a position in AOA in Q4 2022 and held it in 1 quarter. The position peaked at $13.4K in Q4 2022. 253 funds tracked by Wall St. Rank hold AOA as of Q1 2023.

U.S. Capital Wealth Advisors reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q1 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 224 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2023, an estimated $13.4K.
U.S. Capital Wealth Advisors first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2022 and held it in 1 quarter.
U.S. Capital Wealth Advisors's iShares Core 80/20 Aggressive Allocation ETF position peaked at $13.4K in Q4 2022.
253 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.