Congress Wealth Management’s AdvisorShares Dorsey Wright ADR ETF AADR Stock Holding History

Congress Wealth Management’s Portfolio AADR Stock Details AADR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$349K	Buy	+4,421	New	+$334K	﹤0.01%	1020

Other funds holding AADR

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Congress Wealth Management's AADR Position: Q2 2025 in Review

Congress Wealth Management opened a new position in AdvisorShares Dorsey Wright ADR ETF (AADR) in Q2 2025: 4,421 shares worth $349K. The stake represents ﹤0.01% of the portfolio and ranks #1020 among its holdings.

27 funds tracked by Wall St. Rank hold AADR as of Q2 2025.

Congress Wealth Management held 4,421 shares of AdvisorShares Dorsey Wright ADR ETF worth $349K as of Q2 2025.
AdvisorShares Dorsey Wright ADR ETF was a new Congress Wealth Management position in Q2 2025.
AdvisorShares Dorsey Wright ADR ETF made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1020 holding.
27 funds tracked by Wall St. Rank held AdvisorShares Dorsey Wright ADR ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.