IFWM
AADR icon

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

Institute for 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
2026
Q2 		$98.5K Buy
+1,200
New +$102K 0.01% 687

Other funds holding AADR

PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Institute for Wealth Management's AADR Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in AdvisorShares Dorsey Wright ADR ETF (AADR) in Q2 2026: 1,200 shares worth $98.5K. The stake represents 0.01% of the portfolio and ranks #687 among its holdings.

8 funds tracked by Wall St. Rank hold AADR as of Q2 2026.

  • Institute for Wealth Management held 1,200 shares of AdvisorShares Dorsey Wright ADR ETF worth $98.5K as of Q2 2026.
  • AdvisorShares Dorsey Wright ADR ETF was a new Institute for Wealth Management position in Q2 2026.
  • AdvisorShares Dorsey Wright ADR ETF made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #687 holding.
  • 8 funds tracked by Wall St. Rank held AdvisorShares Dorsey Wright ADR ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.