Acorn Wealth Advisors’s AdvisorShares Active Bear ETF HDGE Stock Holding History

Acorn Wealth Advisors’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
2018 Q2	–	Sell	-69	Closed	-$6K	–	638
2018 Q1	$6K	Hold	69	–	–	0.01%	597
2017 Q4	$5K	Buy	+69	New	+$5.66K	﹤0.01%	592

Other funds holding HDGE

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AlphaMark Advisors Ft. Wright, Kentucky $231M AUM 19.98% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

VWA

V Wealth Advisors Overland Park, Kansas $125M AUM 24.7% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Acorn Wealth Advisors's HDGE Position: Q2 2018 in Review

Acorn Wealth Advisors sold out of AdvisorShares Active Bear ETF (HDGE) in Q2 2018, closing a stake of 69 shares — an estimated $6K sold.

Acorn Wealth Advisors first reported a position in HDGE in Q4 2017 and held it in 2 quarters. The position peaked at $6K in Q1 2018. 39 funds tracked by Wall St. Rank hold HDGE as of Q2 2018.

Acorn Wealth Advisors reported no remaining AdvisorShares Active Bear ETF position as of Q2 2018 after selling out during the quarter.
Acorn Wealth Advisors sold 69 AdvisorShares Active Bear ETF shares in Q2 2018, an estimated $6K.
Acorn Wealth Advisors first reported a position in AdvisorShares Active Bear ETF in Q4 2017 and held it in 2 quarters.
Acorn Wealth Advisors's AdvisorShares Active Bear ETF position peaked at $6K in Q1 2018.
39 funds tracked by Wall St. Rank held AdvisorShares Active Bear ETF as of Q2 2018.

Based on Acorn Wealth Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.