Northwestern Mutual Wealth Management
AADR icon

Northwestern Mutual Wealth Management’s AdvisorShares Dorsey Wright ADR ETF AADR Stock Holding History

Northwestern Mutual 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
2025
Q2 		– Sell
-294
Closed -$21.9K – 3654
2025
Q1 		$21.9K Buy
+294
New +$22K ﹤0.01% 2473
2018
Q4 		– Sell
-324
Closed -$17K – 2366
2018
Q3 		$17K Buy
+324
New +$17K ﹤0.01% 1720

Other funds holding AADR

Morgan Stanley
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 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 $74.2B AUM 21.09% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northwestern Mutual Wealth Management's AADR Position: Q2 2025 in Review

Northwestern Mutual Wealth Management sold out of AdvisorShares Dorsey Wright ADR ETF (AADR) in Q2 2025, closing a stake of 294 shares — an estimated $21.9K sold.

Northwestern Mutual Wealth Management first reported a position in AADR in Q3 2018 and held it in 2 quarters. The position peaked at $21.9K in Q1 2025. 27 funds tracked by Wall St. Rank hold AADR as of Q2 2025.

  • Northwestern Mutual Wealth Management reported no remaining AdvisorShares Dorsey Wright ADR ETF position as of Q2 2025 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 294 AdvisorShares Dorsey Wright ADR ETF shares in Q2 2025, an estimated $21.9K.
  • Northwestern Mutual Wealth Management first reported a position in AdvisorShares Dorsey Wright ADR ETF in Q3 2018 and held it in 2 quarters.
  • Northwestern Mutual Wealth Management's AdvisorShares Dorsey Wright ADR ETF position peaked at $21.9K in Q1 2025.
  • 27 funds tracked by Wall St. Rank held AdvisorShares Dorsey Wright ADR ETF as of Q2 2025.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.