Cetera Investment Advisers
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1666741
SCHAUMBURG, IL
Position in AOA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$6,140,992
+$657,179 QoQ
Shares Held
62,920
+1.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#17
of 122 holders
Holding Since
Sep 2022
11 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
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,140,992 | 62,920 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $5,483,813 | 61,971 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $5,706,136 | 63,713 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $12,122,687 | 137,539 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $11,000,543 | 131,901 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $8,719,623 | 113,982 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $5,349,676 | 69,830 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,606,055 | 20,353 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,520,053 | 20,327 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $1,543,541 | 21,012 | Shares | Sole | 2024-05-24 | |
| 2022-09-30 | $242,649 | 4,376 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||