Aptus Capital Advisors, LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1664193
FAIRHOPE, AL
Position in AOA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$150,888
+$28,330 QoQ
Shares Held
1,546
+11.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#98
of 122 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 72%
Shared 0%
None 28%
Common Shares in AOA Over Time
Shares Held
Position Value (USD)
All Filings in AOA
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $150,888 | 1,546 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $122,558 | 1,385 | Shares | Other | 2026-05-11 | |
| 2025-12-31 | $148,579 | 1,659 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $141,817 | 1,609 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $172,887 | 2,073 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $169,753 | 2,219 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $142,953 | 1,866 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $143,773 | 1,822 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $126,676 | 1,694 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $145,082 | 1,975 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $953,649 | 13,811 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $9,713 | 153 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $15,125 | 228 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $24,863 | 391 | Shares | Sole | 2023-05-09 | |
| No filing history on record for this holder in this stock. | ||||||