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AdvisorShares Investments’s Ispire Technology ISPR Stock Holding History

AdvisorShares Investments’s Portfolio ISPR Stock Details ISPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-5,050
Closed -$12.9K – 328
2025
Q2 		$12.9K Sell
5,050
-9,960
-66% -$27.7K ﹤0.01% 291
2025
Q1 		$41.7K Sell
15,010
-88,946
-86% -$375K 0.01% 265
2024
Q4 		$523K Sell
103,956
-57,855
-36% -$355K 0.1% 99
2024
Q3 		$1M Sell
161,811
-14,047
-8% -$102K 0.19% 50
2024
Q2 		$1.36M Buy
175,858
+16,000
+10% +$103K 0.24% 48
2024
Q1 		$980K Buy
159,858
+80,000
+100% +$805K 0.17% 53
2023
Q4 		$969K Buy
+79,858
New +$818K 0.23% 48

Other funds holding ISPR

YRHAM
Yong Rong (HK) Asset Management Sheung Wan, Hong Kong $219M AUM 300.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return