Wolverine Trading’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Wolverine Trading’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 Q3	–	Sell	-3,674	Closed	-$200K	–	4454
2020 Q2	$200K	Buy	+3,674	New	+$191K	﹤0.01%	3826
2020 Q1	–	Sell	-3,674	Closed	-$212K	–	4567
2019 Q4	$212K	Hold	3,674	–	–	﹤0.01%	3956
2019 Q3	$201K	Sell	3,674 -4,339	-54%	-$236K	﹤0.01%	3583
2019 Q2	$442K	Sell	8,013 -6,844	-46%	-$370K	﹤0.01%	2847
2019 Q1	$795K	Buy	+14,857	New	+$770K	﹤0.01%	2303
2017 Q1	–	Sell	-24,897	Closed	-$1.18M	–	4185
2016 Q4	$1.18M	Buy	+24,897	New	+$1.17M	0.01%	1767

Other funds holding AOA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

LIA

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

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

PAA

Peregrine Asset Advisers Portland, Oregon $371M AUM 41.36% 1-Year Est. Return

PAMG

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

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

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

Wolverine Trading's AOA Position: Q3 2020 in Review

Wolverine Trading sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q3 2020, closing a stake of 3,674 shares — an estimated $200K sold.

Wolverine Trading first reported a position in AOA in Q4 2016 and held it in 6 quarters. The position peaked at $1.18M in Q4 2016. 177 funds tracked by Wall St. Rank hold AOA as of Q3 2020.

Wolverine Trading reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q3 2020 after selling out during the quarter.
Wolverine Trading sold 3,674 iShares Core 80/20 Aggressive Allocation ETF shares in Q3 2020, an estimated $200K.
Wolverine Trading first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2016 and held it in 6 quarters.
Wolverine Trading's iShares Core 80/20 Aggressive Allocation ETF position peaked at $1.18M in Q4 2016.
177 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q3 2020.

Based on Wolverine Trading's 13F filing for Q3 2020, filed 13 Nov 2020.