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

Alpha Omega 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
2019 Q2	–	Sell	-50	Closed	-$3K	–	630
2019 Q1	$3K	Buy	+50	New	+$3.65K	﹤0.01%	515
2018 Q4	–	Sell	-150	Closed	-$11K	–	479
2018 Q3	$11K	Hold	150	–	–	﹤0.01%	368
2018 Q2	$12K	Buy	+150	New	+$12.1K	0.01%	365

Other funds holding HDGE

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Alpha Omega Wealth Management's HDGE Position: Q2 2019 in Review

Alpha Omega Wealth Management sold out of AdvisorShares Active Bear ETF (HDGE) in Q2 2019, closing a stake of 50 shares — an estimated $3K sold.

Alpha Omega Wealth Management first reported a position in HDGE in Q2 2018 and held it in 3 quarters. The position peaked at $12K in Q2 2018. 44 funds tracked by Wall St. Rank hold HDGE as of Q2 2019.

Alpha Omega Wealth Management reported no remaining AdvisorShares Active Bear ETF position as of Q2 2019 after selling out during the quarter.
Alpha Omega Wealth Management sold 50 AdvisorShares Active Bear ETF shares in Q2 2019, an estimated $3K.
Alpha Omega Wealth Management first reported a position in AdvisorShares Active Bear ETF in Q2 2018 and held it in 3 quarters.
Alpha Omega Wealth Management's AdvisorShares Active Bear ETF position peaked at $12K in Q2 2018.
44 funds tracked by Wall St. Rank held AdvisorShares Active Bear ETF as of Q2 2019.

Based on Alpha Omega Wealth Management's 13F filing for Q2 2019, filed 14 Aug 2019.