49 Wealth Management
QBER icon

49 Wealth Management’s TrueShares Quarterly Bear Hedge ETF QBER Stock Holding History

49 Wealth Management’s Portfolio QBER Stock Details QBER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,140,664
Closed -$28.3M – 201
2025
Q1 		$28.3M Buy
1,140,664
+252,632
+28% +$6.24M 3.41% 10
2024
Q4 		$21.9M Buy
+888,032
New +$22.2M 3.13% 10

Other funds holding QBER

AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Lloyd Advisory Services
Lloyd Advisory Services Suwanee, Georgia $258M AUM 15.83% 1-Year Est. Return
Mid-American Wealth Advisory Group
Mid-American Wealth Advisory Group Kansas City, Missouri $287M AUM 4.11% 1-Year Est. Return
Authentikos Wealth Advisory
Authentikos Wealth Advisory Morgan Hill, California $157M AUM 21.34% 1-Year Est. Return
B.O.S.S. Retirement Advisors
B.O.S.S. Retirement Advisors Lehi, Utah $347M AUM 15.26% 1-Year Est. Return
FSR Wealth Management
FSR Wealth Management Elmhurst, Illinois $92.9M AUM 8.54% 1-Year Est. Return
TrueMark Investments
TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return
Howard Bailey Securities
Howard Bailey Securities Fort Wayne, Indiana $259M AUM 9.88% 1-Year Est. Return
SMART Wealth
SMART Wealth Omaha, Nebraska $464M AUM 35.91% 1-Year Est. Return
Outlook Wealth Advisors
Outlook Wealth Advisors Shenandoah, Texas $470M AUM 20.06% 1-Year Est. Return

49 Wealth Management's QBER Position: Q2 2025 in Review

49 Wealth Management sold out of TrueShares Quarterly Bear Hedge ETF (QBER) in Q2 2025, closing a stake of 1,140,664 shares — an estimated $28.3M sold.

49 Wealth Management first reported a position in QBER in Q4 2024 and held it in 2 quarters. The position peaked at $28.3M in Q1 2025. 31 funds tracked by Wall St. Rank hold QBER as of Q2 2025.

  • 49 Wealth Management reported no remaining TrueShares Quarterly Bear Hedge ETF position as of Q2 2025 after selling out during the quarter.
  • 49 Wealth Management sold 1,140,664 TrueShares Quarterly Bear Hedge ETF shares in Q2 2025, an estimated $28.3M.
  • 49 Wealth Management first reported a position in TrueShares Quarterly Bear Hedge ETF in Q4 2024 and held it in 2 quarters.
  • 49 Wealth Management's TrueShares Quarterly Bear Hedge ETF position peaked at $28.3M in Q1 2025.
  • 31 funds tracked by Wall St. Rank held TrueShares Quarterly Bear Hedge ETF as of Q2 2025.

Based on 49 Wealth Management's 13F filing for Q2 2025, filed 7 Aug 2025.