Greystone Financial Group, LLC / AADR
Greystone Financial Group, LLC’s Advisorshares Tr Position
Does Greystone Financial Group, LLC own Advisorshares Tr (AADR)? Not currently — the last reported position was 14.3K shares worth $5M in Q1 2021; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$5M
Q1 2021
Shares
14.3K
% of Portfolio
+1.17%
Quarters Held
1
position exited
Position History AADR
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2021 | 14.3K | $5M | +1.17% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Greystone Financial Group, LLC’s full portfolio or all institutional holders of AADR.