WAP
ADRE

Wealthcare Advisory Partners’s Invesco BLDRS Emerging Markets 50 ADR Index Fund ADRE Stock Holding History

Wealthcare Advisory Partners’s Portfolio ADRE Stock Details ADRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-6,215
Closed -$232K – 762
2022
Q4 		$232K Buy
+6,215
New +$224K 0.01% 609
2021
Q2 		– Sell
-1,633
Closed -$92K – 2117
2021
Q1 		$92K Buy
+1,633
New +$98.4K 0.01% 691

Other funds holding ADRE

Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
AIM
Anchor Investment Management Columbia, South Carolina $1.2B AUM 17.33% 1-Year Est. Return
FRA
Front Row Advisors Tiburon, California $296M AUM 34.73% 1-Year Est. Return
RG
Retirement Group San Diego, California $279M AUM 22.21% 1-Year Est. Return

Wealthcare Advisory Partners's ADRE Position: Q1 2023 in Review

Wealthcare Advisory Partners sold out of Invesco BLDRS Emerging Markets 50 ADR Index Fund (ADRE) in Q1 2023, closing a stake of 6,215 shares — an estimated $232K sold.

Wealthcare Advisory Partners first reported a position in ADRE in Q1 2021 and held it in 2 quarters. The position peaked at $232K in Q4 2022. 8 funds tracked by Wall St. Rank hold ADRE as of Q1 2023.

  • Wealthcare Advisory Partners reported no remaining Invesco BLDRS Emerging Markets 50 ADR Index Fund position as of Q1 2023 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 6,215 Invesco BLDRS Emerging Markets 50 ADR Index Fund shares in Q1 2023, an estimated $232K.
  • Wealthcare Advisory Partners first reported a position in Invesco BLDRS Emerging Markets 50 ADR Index Fund in Q1 2021 and held it in 2 quarters.
  • Wealthcare Advisory Partners's Invesco BLDRS Emerging Markets 50 ADR Index Fund position peaked at $232K in Q4 2022.
  • 8 funds tracked by Wall St. Rank held Invesco BLDRS Emerging Markets 50 ADR Index Fund as of Q1 2023.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2023, filed 4 May 2023.