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MJT & Associates Financial Advisory’s AdvisorShares Dorsey Wright ADR ETF AADR Stock Holding History

MJT & Associates Financial Advisory’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
-1,426
Closed -$113K – 462
2025
Q2 		$113K Hold
1,426
– – 0.14% 63
2025
Q1 		$106K Buy
+1,426
New +$107K 0.1% 76

Other funds holding AADR

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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

MJT & Associates Financial Advisory's AADR Position: Q3 2025 in Review

MJT & Associates Financial Advisory sold out of AdvisorShares Dorsey Wright ADR ETF (AADR) in Q3 2025, closing a stake of 1,426 shares — an estimated $113K sold.

MJT & Associates Financial Advisory first reported a position in AADR in Q1 2025 and held it in 2 quarters. The position peaked at $113K in Q2 2025. 27 funds tracked by Wall St. Rank hold AADR as of Q3 2025.

  • MJT & Associates Financial Advisory reported no remaining AdvisorShares Dorsey Wright ADR ETF position as of Q3 2025 after selling out during the quarter.
  • MJT & Associates Financial Advisory sold 1,426 AdvisorShares Dorsey Wright ADR ETF shares in Q3 2025, an estimated $113K.
  • MJT & Associates Financial Advisory first reported a position in AdvisorShares Dorsey Wright ADR ETF in Q1 2025 and held it in 2 quarters.
  • MJT & Associates Financial Advisory's AdvisorShares Dorsey Wright ADR ETF position peaked at $113K in Q2 2025.
  • 27 funds tracked by Wall St. Rank held AdvisorShares Dorsey Wright ADR ETF as of Q3 2025.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2025, filed 15 Oct 2025.