Sugarloaf Wealth Management, LLC - ADVISORSHARES TR ownership

ADVISORSHARES TR's ticker is YOLO and the CUSIP is 00768Y495. A total of 41 filers reported holding ADVISORSHARES TR in Q2 2020. The put-call ratio across all filers is 0.44 and the average weighting 0.0%.

Quarter-by-quarter ownership
Sugarloaf Wealth Management, LLC ownership history of ADVISORSHARES TR
ValueSharesWeighting
Q4 2021$3,000
+50.0%
208
+108.0%
0.00%0.0%
Q3 2021$2,000
-91.3%
100
-90.7%
0.00%
-83.3%
Q2 2021$23,000
-8.0%
1,079
+0.1%
0.01%
-14.3%
Q1 2021$25,000
+38.9%
1,0780.0%0.01%
+16.7%
Q4 2020$18,000
+50.0%
1,078
+0.2%
0.01%
+50.0%
Q3 2020$12,000
+9.1%
1,076
+0.7%
0.00%0.0%
Q2 2020$11,000
+37.5%
1,068
+1.0%
0.00%0.0%
Q1 2020$8,000
-33.3%
1,057
+3.8%
0.00%
-20.0%
Q4 2019$12,0001,0180.01%
Other shareholders
ADVISORSHARES TR shareholders Q2 2020
NameSharesValueWeighting ↓
Navis Wealth Advisors, LLC 58,384$960,0000.67%
A. D. Beadell Investment Counsel, Inc. 45,500$748,0000.49%
Alera Investment Advisors, LLC 24,400$401,0000.12%
Gerber Kawasaki Wealth & Investment Management 35,636$782,0000.10%
EMFO, LLC 6,500$107,0000.09%
Spectrum Asset Management, Inc. (NB/CA) 15,972$263,0000.08%
VALLEY NATIONAL ADVISERS INC 12,790$210,0000.04%
NEXT Financial Group, Inc 27,125$446,0000.04%
Kestra Advisory Services, LLC 117,533$1,933,0000.02%
ROCKY MOUNTAIN ADVISERS, LLC 750$12,0000.02%
View complete list of ADVISORSHARES TR shareholders