Sovereign Financial Group, Inc.
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1846175
STAMFORD, CT
Position in AOA
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$1,367,435
-$15,908 QoQ
Shares Held
15,453
+0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 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
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,367,435 | 15,453 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,383,343 | 15,446 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $481,068 | 5,458 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $451,277 | 5,411 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $418,378 | 5,469 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $427,713 | 5,583 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $323,294 | 4,097 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $325,816 | 4,357 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $365,830 | 4,980 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $354,019 | 5,127 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $353,194 | 5,563 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $455,225 | 6,862 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $451,107 | 7,094 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $633,350 | 10,600 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $732,827 | 13,216 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $638,906 | 10,668 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,447,602 | 20,998 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,529,074 | 20,998 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||