Wealthspire Advisors (Maryland)’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Wealthspire Advisors (Maryland)’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
2018 Q4	–	Sell	-166	Closed	-$9K	–	2423
2018 Q3	$9K	Hold	166	–	–	﹤0.01%	1546
2018 Q2	$9K	Hold	166	–	–	﹤0.01%	1571
2018 Q1	$9K	Hold	166	–	–	﹤0.01%	1599
2017 Q4	$9K	Hold	166	–	–	﹤0.01%	1618
2017 Q3	$9K	Hold	166	–	–	﹤0.01%	1597
2017 Q2	$9K	Hold	166	–	–	﹤0.01%	1561
2017 Q1	$8K	Hold	166	–	–	﹤0.01%	1395
2016 Q4	$8K	Hold	166	–	–	﹤0.01%	1282
2016 Q3	$8K	Hold	166	–	–	﹤0.01%	1287
2016 Q2	$8K	Hold	166	–	–	﹤0.01%	1235
2016 Q1	$8K	Buy	+166	New	+$7.17K	﹤0.01%	1225

Other funds holding AOA

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

LIA

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

RIA

Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

AIP

Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return

CSPIA

Cary Street Partners Investment Advisory Richmond, Virginia $392M AUM 21.43% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s AOA Position: Q4 2018 in Review

Wealthspire Advisors (Maryland) sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q4 2018, closing a stake of 166 shares — an estimated $9K sold.

Wealthspire Advisors (Maryland) first reported a position in AOA in Q1 2016 and held it in 11 quarters. The position peaked at $9K in Q3 2018. 150 funds tracked by Wall St. Rank hold AOA as of Q4 2018.

Wealthspire Advisors (Maryland) reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q4 2018 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 166 iShares Core 80/20 Aggressive Allocation ETF shares in Q4 2018, an estimated $9K.
Wealthspire Advisors (Maryland) first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2016 and held it in 11 quarters.
Wealthspire Advisors (Maryland)'s iShares Core 80/20 Aggressive Allocation ETF position peaked at $9K in Q3 2018.
150 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q4 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2018, filed 14 Feb 2019.