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Steward Partners Investment Advisory’s AdvisorShares Dorsey Wright ADR ETF AADR Stock Holding History

Steward Partners Investment 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
2026
Q1 		– Sell
-18
Closed -$1.55K – 4417
2025
Q4 		$1.55K Buy
+18
New +$1.53K ﹤0.01% 4015

Other funds holding AADR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 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
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
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Steward Partners Investment Advisory's AADR Position: Q1 2026 in Review

Steward Partners Investment Advisory sold out of AdvisorShares Dorsey Wright ADR ETF (AADR) in Q1 2026, closing a stake of 18 shares — an estimated $1.55K sold.

Steward Partners Investment Advisory first reported a position in AADR in Q4 2025 and held it in 1 quarter. The position peaked at $1.55K in Q4 2025. 29 funds tracked by Wall St. Rank hold AADR as of Q1 2026.

  • Steward Partners Investment Advisory reported no remaining AdvisorShares Dorsey Wright ADR ETF position as of Q1 2026 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 18 AdvisorShares Dorsey Wright ADR ETF shares in Q1 2026, an estimated $1.55K.
  • Steward Partners Investment Advisory first reported a position in AdvisorShares Dorsey Wright ADR ETF in Q4 2025 and held it in 1 quarter.
  • Steward Partners Investment Advisory's AdvisorShares Dorsey Wright ADR ETF position peaked at $1.55K in Q4 2025.
  • 29 funds tracked by Wall St. Rank held AdvisorShares Dorsey Wright ADR ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.