AE Wealth Management
HDGE icon

AE Wealth Management’s AdvisorShares Active Bear ETF HDGE Stock Holding History

AE Wealth Management’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
2026
Q2 		– Sell
-68
Closed -$1.22K – 2720
2026
Q1 		$1.22K Sell
68
-80
-54% -$1.35K ﹤0.01% 2505
2025
Q4 		$2.37K Buy
+148
New +$2.46K ﹤0.01% 2320
2025
Q1 		– Sell
-72
Closed -$1.18K – 2209
2024
Q4 		$1.18K Buy
+72
New +$1.27K ﹤0.01% 2030

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Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Vanguard Capital Wealth Advisors
Vanguard Capital Wealth Advisors Denver, Colorado $145M AUM 65.64% 1-Year Est. Return
HRT Financial
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

AE Wealth Management's HDGE Position: Q2 2026 in Review

AE Wealth Management sold out of AdvisorShares Active Bear ETF (HDGE) in Q2 2026, closing a stake of 68 shares — an estimated $1.22K sold.

AE Wealth Management first reported a position in HDGE in Q4 2024 and held it in 3 quarters. The position peaked at $2.37K in Q4 2025. 21 funds tracked by Wall St. Rank hold HDGE as of Q2 2026.

  • AE Wealth Management reported no remaining AdvisorShares Active Bear ETF position as of Q2 2026 after selling out during the quarter.
  • AE Wealth Management sold 68 AdvisorShares Active Bear ETF shares in Q2 2026, an estimated $1.22K.
  • AE Wealth Management first reported a position in AdvisorShares Active Bear ETF in Q4 2024 and held it in 3 quarters.
  • AE Wealth Management's AdvisorShares Active Bear ETF position peaked at $2.37K in Q4 2025.
  • 21 funds tracked by Wall St. Rank held AdvisorShares Active Bear ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.