Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Wealth Enhancement Advisory 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
2026 Q2	$2.35M	Sell	24,106 -3,144	-12%	-$300K	﹤0.01%	1473
2026 Q1	$2.42M	Sell	27,250 -14,919	-35%	-$1.36M	﹤0.01%	1288
2025 Q4	$3.84M	Sell	42,169 -1,664	-4%	-$148K	0.01%	1156
2025 Q3	$3.87M	Sell	43,833 -1,352	-3%	-$115K	0.01%	1084
2025 Q2	$3.77M	Sell	45,185 -15,382	-25%	-$1.2M	0.01%	1029
2025 Q1	$4.63M	Sell	60,567 -2,080	-3%	-$162K	0.01%	864
2024 Q4	$4.8M	Buy	62,647 +28,870	+85%	+$2.26M	0.01%	812
2024 Q3	$2.67M	Buy	33,777 +1,391	+4%	+$106K	0.01%	945
2024 Q2	$2.42M	Sell	32,386 -5,257	-14%	-$384K	0.01%	914
2024 Q1	$2.77M	Sell	37,643 -7,858	-17%	-$555K	0.01%	829
2023 Q4	$3.14M	Buy	45,501 +1,877	+4%	+$122K	0.01%	750
2023 Q3	$2.77M	Buy	+43,624	New	+$2.87M	0.01%	751

Other funds holding AOA

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Fort Henry Capital Wheeling, West Virginia $182M AUM 15.52% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Somnio Financial Group Glastonbury, Connecticut $169M AUM 15.04% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return