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

Valeo Financial 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
2021 Q2	–	Sell	-731	Closed	-$49K	–	585
2021 Q1	$49K	Hold	731	–	–	﹤0.01%	874
2020 Q4	$47K	Hold	731	–	–	﹤0.01%	799
2020 Q3	$42K	Hold	731	–	–	﹤0.01%	709
2020 Q2	$40K	Hold	731	–	–	﹤0.01%	806
2020 Q1	$36K	Sell	731 -118	-14%	-$6.46K	﹤0.01%	706
2019 Q4	$49K	Hold	849	–	–	﹤0.01%	657
2019 Q3	$47K	Hold	849	–	–	0.01%	621
2019 Q2	$47K	Hold	849	–	–	0.01%	619
2019 Q1	$45K	Hold	849	–	–	0.01%	585
2018 Q4	$41K	Hold	849	–	–	0.01%	543
2018 Q3	$43K	Buy	849 +97	+13%	+$5.25K	0.01%	579
2018 Q2	$40K	Buy	752 +650	+637%	+$35K	0.01%	585
2018 Q1	$5K	Hold	102	–	–	﹤0.01%	1111
2017 Q4	$5K	Buy	+102	New	+$5.57K	﹤0.01%	989

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

Valeo Financial Advisors's AOA Position: Q2 2021 in Review

Valeo Financial Advisors sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q2 2021, closing a stake of 731 shares — an estimated $49K sold.

Valeo Financial Advisors first reported a position in AOA in Q4 2017 and held it in 14 quarters. The position peaked at $49K in Q1 2021. 220 funds tracked by Wall St. Rank hold AOA as of Q2 2021.

Valeo Financial Advisors reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 731 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2021, an estimated $49K.
Valeo Financial Advisors first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2017 and held it in 14 quarters.
Valeo Financial Advisors's iShares Core 80/20 Aggressive Allocation ETF position peaked at $49K in Q1 2021.
220 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.