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OneDigital Investment Advisors’s AdvisorShares Dorsey Wright ADR ETF AADR Stock Holding History

OneDigital Investment Advisors’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
Q4 		– Sell
-6,002
Closed -$521K – 1504
2025
Q3 		$521K Sell
6,002
-20
-0.3% -$1.63K 0.01% 914
2025
Q2 		$476K Sell
6,022
-1,631
-21% -$123K 0.01% 922
2025
Q1 		$569K Buy
7,653
+2,394
+46% +$179K 0.01% 811
2024
Q4 		$363K Buy
+5,259
New +$352K ﹤0.01% 1034

Other funds holding AADR

BCM
Barometer Capital Management Toronto, Ontario, Canada $292M AUM 86.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 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
SAM
Strategy Asset Managers Pasadena, California $609M AUM 32.56% 1-Year Est. Return

OneDigital Investment Advisors's AADR Position: Q4 2025 in Review

OneDigital Investment Advisors sold out of AdvisorShares Dorsey Wright ADR ETF (AADR) in Q4 2025, closing a stake of 6,002 shares — an estimated $521K sold.

OneDigital Investment Advisors first reported a position in AADR in Q4 2024 and held it in 4 quarters. The position peaked at $569K in Q1 2025. 28 funds tracked by Wall St. Rank hold AADR as of Q4 2025.

  • OneDigital Investment Advisors reported no remaining AdvisorShares Dorsey Wright ADR ETF position as of Q4 2025 after selling out during the quarter.
  • OneDigital Investment Advisors sold 6,002 AdvisorShares Dorsey Wright ADR ETF shares in Q4 2025, an estimated $521K.
  • OneDigital Investment Advisors first reported a position in AdvisorShares Dorsey Wright ADR ETF in Q4 2024 and held it in 4 quarters.
  • OneDigital Investment Advisors's AdvisorShares Dorsey Wright ADR ETF position peaked at $569K in Q1 2025.
  • 28 funds tracked by Wall St. Rank held AdvisorShares Dorsey Wright ADR ETF as of Q4 2025.

Based on OneDigital Investment Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.