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iShares S&P Conservative Allocatn Fd ETF shares owned by Sovereign Financial Group

Quarter-by-quarter ownership of iShares S&P Conservative Allocatn Fd ETF (AOK) shares owned by Sovereign Financial Group from 13F filings

Historical chart of Sovereign Financial Group investment in iShares S&P Conservative Allocatn Fd ETF

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Conservative Allocatn Fd ETF held by Sovereign Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P Conservative Allocatn Fd ETF by Sovereign Financial Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $307k 8.2k 37.30
2024-09-30 $242k 6.3k 38.66

More positions owned by Sovereign Financial Group

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Alphabet Cap Stk Cl A (GOOGL)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for Sovereign Financial Group

Top funds holding iShares S&P Conservative Allocatn Fd ETF

LPL Financial
BlackRock
Curran Financial Partners
Lido Advisors
GeoWealth Management
Weaver Consulting Group
Elevation Capital Advisory
Investment Advisory Group
Archvest Wealth Advisors
Trilogy Capital
Wells Fargo & Company
Cambridge Investment Research Advisors
Bank of America Corporation
Ameriprise Financial
Thrive Capital Management

View all funds holding iShares S&P Conservative Allocatn Fd ETF