ADVISORSHARES TR's ticker is YOLO and the CUSIP is 00768Y495.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $62,000 | +21.6% | 18,349 | -8.3% | 0.00% | – |
| Q2 2023 | $51,000 | -16.4% | 19,999 | -6.1% | 0.00% | – |
| Q1 2023 | $61,000 | -19.7% | 21,300 | +0.4% | 0.00% | – |
| Q4 2022 | $76,000 | -31.5% | 21,210 | -18.6% | 0.00% | – |
| Q3 2022 | $111,000 | -41.0% | 26,049 | -26.9% | 0.00% | – |
| Q2 2022 | $188,000 | -67.7% | 35,615 | -34.5% | 0.00% | – |
| Q1 2022 | $582,000 | -44.0% | 54,403 | -31.9% | 0.00% | – |
| Q4 2021 | $1,039,000 | -76.0% | 79,934 | -69.6% | 0.00% | -100.0% |
| Q3 2021 | $4,324,000 | -42.2% | 262,882 | -25.8% | 0.00% | -50.0% |
| Q2 2021 | $7,476,000 | -6.0% | 354,460 | +5.3% | 0.00% | 0.0% |
| Q1 2021 | $7,956,000 | +2543.2% | 336,588 | +1802.5% | 0.00% | – |
| Q4 2020 | $301,000 | +616.7% | 17,692 | +354.9% | 0.00% | – |
| Q3 2020 | $42,000 | +82.6% | 3,889 | +67.7% | 0.00% | – |
| Q2 2020 | $23,000 | +76.9% | 2,319 | +34.3% | 0.00% | – |
| Q1 2020 | $13,000 | +85.7% | 1,727 | +169.8% | 0.00% | – |
| Q4 2019 | $7,000 | -70.8% | 640 | -61.0% | 0.00% | – |
| Q3 2019 | $24,000 | -31.4% | 1,640 | +6.5% | 0.00% | – |
| Q2 2019 | $35,000 | – | 1,540 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Navis Wealth Advisors, LLC | 84,981 | $909,000 | 0.81% |
| SFI Advisors, LLC | 69 | $738,000 | 0.45% |
| Granite Point Capital Management, L.P. | 70,000 | $1,460,000 | 0.30% |
| A. D. Beadell Investment Counsel, Inc. | 23,900 | $255,000 | 0.17% |
| Kingsbury Capital Investment Advisors LLC | 14,062 | $150,000 | 0.16% |
| EMFO, LLC | 8,195 | $88,000 | 0.08% |
| ETF Store, Inc. | 11,699 | $96,000 | 0.08% |
| Alera Investment Advisors, LLC | 24,300 | $260,000 | 0.06% |
| Gerber Kawasaki Wealth & Investment Management | 22,932 | $245,000 | 0.02% |
| AllSquare Wealth Management LLC | 3,150 | $34,000 | 0.02% |