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John Overdeck’s AdvisorShares Dorsey Wright ADR ETF AADR Stock Holding History

John Overdeck’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 		– Sell
-4,500
Closed -$367K – 5018
2026
Q1 		$367K Buy
+4,500
New +$404K ﹤0.01% 3932

Other funds holding AADR

IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
WP
WealthShield Partners Cary, North Carolina $654M AUM 26.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

John Overdeck's AADR Position: Q2 2026 in Review

John Overdeck sold out of AdvisorShares Dorsey Wright ADR ETF (AADR) in Q2 2026, closing a stake of 4,500 shares — an estimated $367K sold.

John Overdeck first reported a position in AADR in Q1 2026 and held it in 1 quarter. The position peaked at $367K in Q1 2026. 28 funds tracked by Wall St. Rank hold AADR as of Q2 2026.

  • John Overdeck reported no remaining AdvisorShares Dorsey Wright ADR ETF position as of Q2 2026 after selling out during the quarter.
  • John Overdeck sold 4,500 AdvisorShares Dorsey Wright ADR ETF shares in Q2 2026, an estimated $367K.
  • John Overdeck first reported a position in AdvisorShares Dorsey Wright ADR ETF in Q1 2026 and held it in 1 quarter.
  • John Overdeck's AdvisorShares Dorsey Wright ADR ETF position peaked at $367K in Q1 2026.
  • 28 funds tracked by Wall St. Rank held AdvisorShares Dorsey Wright ADR ETF as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.