Regal Investment Advisors LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1559789
KENTWOOD, MI
Position in AOA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$638,108
+$117,256 QoQ
Shares Held
6,538
+11.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#66
of 122 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 1%
Shared 96%
None 3%
Common Shares in AOA Over Time
Shares Held
Position Value (USD)
All Filings in AOA
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $638,108 | 6,538 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $520,852 | 5,886 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $491,415 | 5,487 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $511,828 | 5,807 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $480,550 | 5,762 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $438,727 | 5,735 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $420,512 | 5,489 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $376,953 | 4,777 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $351,839 | 4,705 | Shares | Sole | 2024-08-15 | |
| No filing history on record for this holder in this stock. | ||||||