AE Wealth Management LLC

Position in AOA — iShares Core 80/20 Aggressive Allocation ETF

CIK 1697723 TOPEKA, KS

Position in AOA

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$694,911

-$791 QoQ

Shares Held

7,853

+1.1% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$694,911	7,853	+1.1%	Shares	Sole	2026-05-13
2025-12-31	$695,702	7,768	-3.8%	Shares	Sole	2026-01-26
2025-09-30	$711,642	8,074	-2.6%	Shares	Sole	2025-11-03
2025-06-30	$691,135	8,287	-1.6%	Shares	Sole	2025-08-06
2025-03-31	$644,130	8,420	+1.4%	Shares	Sole	2025-05-06
2024-12-31	$636,169	8,304	+11.6%	Shares	Sole	2025-02-13
2024-09-30	$587,406	7,444	-13.2%	Shares	Sole	2024-11-14
2024-06-30	$641,388	8,577	-21.1%	Shares	Sole	2024-08-12
2024-03-31	$798,583	10,871	-73.8%	Shares	Sole	2024-05-15
2023-12-31	$2,868,129	41,537	+3.0%	Shares	Sole	2024-02-14
2023-09-30	$2,559,980	40,321	-1.0%	Shares	Sole	2023-10-11
2023-06-30	$2,701,497	40,722	+0.8%	Shares	Sole	2023-07-10
2023-03-31	$2,568,718	40,395	+3.8%	Shares	Sole	2023-04-14
2022-12-31	$2,326,067	38,930	+0.2%	Shares	Sole	2023-01-31
2022-09-30	$2,154,232	38,850	+0.5%	Shares	Sole	2022-10-25
2022-06-30	$2,315,347	38,660	+3.2%	Shares	Sole	2022-08-03
2022-03-31	$2,582,492	37,460	+12.5%	Shares	Sole	2022-04-18
2021-12-31	$2,424,614	33,296	+16.0%	Shares	Sole	2022-01-20
2021-09-30	$2,003,896	28,705	-11.2%	Shares	Sole	2021-11-01
2021-06-30	$2,283,054	32,315	-1.7%	Shares	Sole	2021-07-21
2021-03-31	$2,199,252	32,859	+9.5%	Shares	Sole	2021-04-27
2020-12-31	$1,925,785	30,006	+24.0%	Shares	Sole	2021-02-01
2020-09-30	$1,404,064	24,208	+11.8%	Shares	Sole	2020-11-06
2020-06-30	$1,188,810	21,662	-3.0%	Shares	Sole	2020-08-05
2020-03-31	$1,060,351	22,342	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.