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ACG Wealth’s AdvisorShares Active Bear ETF HDGE Stock Holding History

ACG Wealth’s Portfolio HDGE Stock Details HDGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-1,370
Closed -$87K – 350
2019
Q2 		$87K Buy
+1,370
New +$90.4K 0.01% 333

Other funds holding HDGE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ACG Wealth's HDGE Position: Q3 2019 in Review

ACG Wealth sold out of AdvisorShares Active Bear ETF (HDGE) in Q3 2019, closing a stake of 1,370 shares — an estimated $87K sold.

ACG Wealth first reported a position in HDGE in Q2 2019 and held it in 1 quarter. The position peaked at $87K in Q2 2019. 39 funds tracked by Wall St. Rank hold HDGE as of Q3 2019.

  • ACG Wealth reported no remaining AdvisorShares Active Bear ETF position as of Q3 2019 after selling out during the quarter.
  • ACG Wealth sold 1,370 AdvisorShares Active Bear ETF shares in Q3 2019, an estimated $87K.
  • ACG Wealth first reported a position in AdvisorShares Active Bear ETF in Q2 2019 and held it in 1 quarter.
  • ACG Wealth's AdvisorShares Active Bear ETF position peaked at $87K in Q2 2019.
  • 39 funds tracked by Wall St. Rank held AdvisorShares Active Bear ETF as of Q3 2019.

Based on ACG Wealth's 13F filing for Q3 2019, filed 30 Oct 2019.