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Verus Capital Partners’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Verus Capital 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
2020
Q1 		$2K Buy
32
+26
+433% +$1.42K ﹤0.01% 1322
2019
Q4 		$0 Buy
+6
New +$338 ﹤0.01% 1531

Other funds holding AOA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAA
Peregrine Asset Advisers Portland, Oregon $371M AUM 41.36% 1-Year Est. Return

Verus Capital Partners's AOA Position: Q1 2020 in Review

Verus Capital Partners increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 433% in Q1 2020, buying an estimated $1.42K and bringing the position to 32 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1322.

Verus Capital Partners first reported a position in AOA in Q4 2019 and has held it in 2 quarters since. 177 funds tracked by Wall St. Rank hold AOA as of Q1 2020.

  • Verus Capital Partners held 32 shares of iShares Core 80/20 Aggressive Allocation ETF worth $2K as of Q1 2020.
  • Verus Capital Partners bought 26 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2020, an estimated $1.42K.
  • iShares Core 80/20 Aggressive Allocation ETF made up ﹤0.01% of Verus Capital Partners's portfolio in Q1 2020, its #1322 holding.
  • Verus Capital Partners first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2019 and has held it in 2 quarters since.
  • 177 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2020.

Based on Verus Capital Partners's 13F filing for Q1 2020, filed 26 May 2020.