Guardian Wealth Advisors (North Carolina)’s AdvisorShares Dorsey Wright ADR ETF AADR Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
2026 Q1	–	Sell	-2,328	Closed	-$201K	–	612
2025 Q4	$201K	Hold	2,328	–	–	0.01%	358
2025 Q3	$202K	Buy	+2,328	New	+$190K	0.01%	348
2023 Q1	–	Sell	-4,551	Closed	-$217K	–	413
2022 Q4	$217K	Buy	+4,551	New	+$216K	0.04%	186
2022 Q3	–	Sell	-4,454	Closed	-$216K	–	342
2022 Q2	$216K	Buy	4,454 +69	+2%	+$3.76K	0.04%	178
2022 Q1	$263K	Hold	4,385	–	–	0.11%	135
2021 Q4	$282K	Buy	+4,385	New	+$281K	0.12%	127

Other funds holding AADR

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

PFS

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s AADR Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of AdvisorShares Dorsey Wright ADR ETF (AADR) in Q1 2026, closing a stake of 2,328 shares — an estimated $201K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in AADR in Q4 2021 and held it in 6 quarters. The position peaked at $282K in Q4 2021. 29 funds tracked by Wall St. Rank hold AADR as of Q1 2026.

Guardian Wealth Advisors (North Carolina) reported no remaining AdvisorShares Dorsey Wright ADR ETF position as of Q1 2026 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 2,328 AdvisorShares Dorsey Wright ADR ETF shares in Q1 2026, an estimated $201K.
Guardian Wealth Advisors (North Carolina) first reported a position in AdvisorShares Dorsey Wright ADR ETF in Q4 2021 and held it in 6 quarters.
Guardian Wealth Advisors (North Carolina)'s AdvisorShares Dorsey Wright ADR ETF position peaked at $282K in Q4 2021.
29 funds tracked by Wall St. Rank held AdvisorShares Dorsey Wright ADR ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.