Janney Montgomery Scott
AADR icon

Janney Montgomery Scott’s AdvisorShares Dorsey Wright ADR ETF AADR Stock Holding History

Janney Montgomery Scott’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
Q3 		$581K Buy
7,120
+569
+9% +$47.5K ﹤0.01% 2286
2026
Q2 		$538K Buy
6,551
+1,746
+36% +$148K ﹤0.01% 2349
2026
Q1 		$392K Buy
4,805
+1,193
+33% +$107K ﹤0.01% 2206
2025
Q4 		$312K Buy
3,612
+107
+3% +$9.08K ﹤0.01% 2525
2025
Q3 		$304K Buy
+3,505
New +$286K ﹤0.01% 2491
2021
Q1 		– Sell
-52,553
Closed -$3.2M – 2159
2020
Q4 		$3.2M Buy
52,553
+5,349
+11% +$309K 0.02% 685
2020
Q3 		$2.61M Buy
47,204
+7,100
+18% +$400K 0.01% 702
2020
Q2 		$2.12M Buy
40,104
+3,159
+9% +$150K 0.01% 750
2020
Q1 		$1.49M Buy
+36,945
New +$1.87M 0.01% 801
2019
Q2 		– Sell
-10,678
Closed -$486K – 2036
2019
Q1 		$486K Sell
10,678
-10,881
-50% -$482K ﹤0.01% 1410
2018
Q4 		$864K Buy
21,559
+8,574
+66% +$391K 0.01% 1006
2018
Q3 		$698K Sell
12,985
-6,342
-33% -$333K 0.01% 1264
2018
Q2 		$1.03M Sell
19,327
-113
-0.6% -$6.56K 0.01% 966
2018
Q1 		$1.14M Buy
+19,440
New +$1.18M 0.01% 898

Other funds holding AADR

Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Prospera Financial Services
Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
PFG Advisors
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return
Strategy Asset Managers
Strategy Asset Managers Pasadena, California $650M AUM 25.51% 1-Year Est. Return

Janney Montgomery Scott's AADR Position: Q3 2026 in Review

Janney Montgomery Scott increased its AdvisorShares Dorsey Wright ADR ETF (AADR) stake by 8.7% in Q3 2026, buying an estimated $47.5K and bringing the position to 7,120 shares worth $581K. The position accounts for ﹤0.01% of the portfolio, ranked #2286.

Janney Montgomery Scott first reported a position in AADR in Q1 2018 and has held it in 14 quarters since. The position peaked at $3.2M in Q4 2020. 19 funds tracked by Wall St. Rank hold AADR as of Q3 2026.

  • Janney Montgomery Scott held 7,120 shares of AdvisorShares Dorsey Wright ADR ETF worth $581K as of Q3 2026.
  • Janney Montgomery Scott bought 569 AdvisorShares Dorsey Wright ADR ETF shares in Q3 2026, an estimated $47.5K.
  • AdvisorShares Dorsey Wright ADR ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q3 2026, its #2286 holding.
  • Janney Montgomery Scott first reported a position in AdvisorShares Dorsey Wright ADR ETF in Q1 2018 and has held it in 14 quarters since.
  • Janney Montgomery Scott's AdvisorShares Dorsey Wright ADR ETF position peaked at $3.2M in Q4 2020.
  • 19 funds tracked by Wall St. Rank held AdvisorShares Dorsey Wright ADR ETF as of Q3 2026.

Based on Janney Montgomery Scott's 13F filing for Q3 2026, filed 12 Nov 2026.