Stratos Wealth Partners, LTD.
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1612865
BEACHWOOD, OH
Position in AOA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,583,169
+$119,899 QoQ
Shares Held
16,221
-1.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#43
of 122 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AOA Over Time
Shares Held
Position Value (USD)
All Filings in AOA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,583,169 | 16,221 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,463,270 | 16,536 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,128,903 | 12,605 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,084,298 | 12,302 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $927,074 | 11,116 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $639,463 | 8,359 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $499,190 | 6,516 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $509,127 | 6,452 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $480,611 | 6,427 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $484,982 | 6,602 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $440,469 | 6,379 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $408,113 | 6,428 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $446,401 | 6,729 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $474,890 | 7,468 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $499,629 | 8,362 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $457,240 | 8,246 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $499,542 | 8,341 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $496,850 | 7,207 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $530,712 | 7,288 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $501,654 | 7,186 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $440,220 | 6,231 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $350,646 | 5,239 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $250,237 | 3,899 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $933,336 | 16,092 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $1,309,601 | 23,863 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $1,184,791 | 24,964 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||