AADR — ADVISORSHARES TR

Ownership history in McCarthy & Cox  ·  1 quarter on record

This page tracks every 13F SEC filing in which McCarthy & Cox reported a position in ADVISORSHARES TR (AADR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.05% (2025 Q3)
Avg. % of fund
0.05%
First filed
2025 Q3
Last filed
2025 Q3
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 INITIATED 2,334 — — 0.05% $202K $86.65
% of Fund (quarterly)    AADR price (monthly, adj. close)

Other funds also holding AADR

As of 2025 Q4 — sorted by position size

BAROMETER CAPITAL MANAGEMENT INC. 3Y 7Y 2.42% STRATEGY ASSET MANAGERS LLC 3Y 7Y 0.05% MinichMacGregor Wealth Management, LLC 3Y 7Y 0.05% Virtu Financial LLC 3Y 7Y 0.03% WealthShield Partners, LLC 3Y 7Y 0.03% GUARDIAN WEALTH ADVISORS, LLC / NC 3Y 0.01% Prospera Financial Services Inc 3Y 7Y 0.01% Farther Finance Advisors, LLC 0.0% Equitable Holdings, Inc. 3Y 0.0% OSAIC HOLDINGS, INC. 3Y 0.0%
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