CENTAURUS FINANCIAL, INC.

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

CIK 891943 ANAHEIM, CA

Position in AOA

as of Mar 31, 2026 · filed May 18, 2026 Compact

Position Value

$301,308

+$32,628 QoQ

Shares Held

3,405

+13.5% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$301,308	3,405	+13.5%	Shares	Sole	2026-05-18
2025-12-31	$268,680	3,000	+11.9%	Shares	Sole	2026-02-13
2025-09-30	$236,215	2,680	-2.5%	Shares	Sole	2025-11-20
2025-06-30	$229,350	2,750	0.0%	Shares	Sole	2025-08-29
2025-03-31	$210,375	2,750	+89.7%	Shares	Sole	2025-05-15
2024-12-31	$111,084	1,450	-0.3%	Shares	Sole	2025-03-12
2024-09-30	$114,814	1,455	0.0%	Shares	Sole	2024-11-12
2024-06-30	$108,804	1,455	+0.3%	Shares	Sole	2024-09-23
2024-03-31	$106,517	1,450	-3.3%	Shares	Sole	2024-05-14
2023-12-31	$103,575	1,500	-8.3%	Shares	Sole	2024-02-26
2023-09-30	$103,869	1,636	-4.8%	Shares	Sole	2023-11-13
2023-03-31	$109,311	1,719	-9.5%	Shares	Sole	2023-05-18
2022-12-31	$113,465	1,899	-6.2%	Shares	Sole	2023-02-13
2022-09-30	$112,230	2,024	-5.3%	Shares	Sole	2022-12-05
2022-06-30	$128,044	2,138	+9.1%	Shares	Sole	2022-08-02
2022-03-31	$135,053	1,959	-6.5%	Shares	Sole	2022-05-13
2021-12-31	$152,557	2,095	+3.5%	Shares	Sole	2022-02-01
2021-09-30	$141,295	2,024	-84.7%	Shares	Sole	2021-11-12
2021-06-30	$937,666	13,272	+4.8%	Shares	Sole	2021-08-10
2021-03-31	$847,869	12,668	+106.5%	Shares	Sole	2021-04-30
2020-12-31	$393,680	6,134	+253.5%	Shares	Sole	2021-01-25
2020-09-30	$100,630	1,735	—	Shares	Sole	2020-11-12
No filing history on record for this holder in this stock.