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Creative Capital Management Investments’s AdvisorShares Dorsey Wright ADR ETF AADR Stock Holding History

Creative Capital Management Investments’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
Q3 		– Sell
-215
Closed -$17K – 265
2025
Q2 		$17K Buy
+215
New +$16.2K 0.01% 191

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IWC
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
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 $10.2B AUM 16.58% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Creative Capital Management Investments's AADR Position: Q3 2025 in Review

Creative Capital Management Investments sold out of AdvisorShares Dorsey Wright ADR ETF (AADR) in Q3 2025, closing a stake of 215 shares — an estimated $17K sold.

Creative Capital Management Investments first reported a position in AADR in Q2 2025 and held it in 1 quarter. The position peaked at $17K in Q2 2025. 27 funds tracked by Wall St. Rank hold AADR as of Q3 2025.

  • Creative Capital Management Investments reported no remaining AdvisorShares Dorsey Wright ADR ETF position as of Q3 2025 after selling out during the quarter.
  • Creative Capital Management Investments sold 215 AdvisorShares Dorsey Wright ADR ETF shares in Q3 2025, an estimated $17K.
  • Creative Capital Management Investments first reported a position in AdvisorShares Dorsey Wright ADR ETF in Q2 2025 and held it in 1 quarter.
  • Creative Capital Management Investments's AdvisorShares Dorsey Wright ADR ETF position peaked at $17K in Q2 2025.
  • 27 funds tracked by Wall St. Rank held AdvisorShares Dorsey Wright ADR ETF as of Q3 2025.

Based on Creative Capital Management Investments's 13F filing for Q3 2025, filed 23 Oct 2025.