Arkadios Wealth Advisors’s AdvisorShares Ranger Equity Bear ETF HDGE Stock Holding History

Arkadios 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
2025 Q1	–	Sell	-11,278	Closed	-$184K	–	1157
2024 Q4	$184K	Sell	11,278 -13,072	-54%	-$231K	0.01%	865
2024 Q3	$455K	Hold	24,350	–	–	0.03%	574
2024 Q2	$502K	Sell	24,350 -100	-0.4%	-$2.08K	0.03%	465
2024 Q1	$479K	Sell	24,450 -400	-2%	-$8.01K	0.04%	387
2023 Q4	$476K	Sell	24,850 -593	-2%	-$14K	0.04%	379
2023 Q3	$596K	Hold	25,443	–	–	0.06%	297
2023 Q2	$575K	Sell	25,443 -1,700	-6%	-$42.7K	0.07%	269
2023 Q1	$690K	Hold	27,143	–	–	0.08%	242
2022 Q4	$780K	Sell	27,143 -2,729	-9%	-$78.3K	0.1%	204
2022 Q3	$904K	Sell	29,872 -60	-0.2%	-$1.7K	0.14%	168
2022 Q2	$959K	Hold	29,932	–	–	0.14%	180
2022 Q1	$732K	Sell	29,932 -755	-2%	-$19K	0.1%	238
2021 Q4	$757K	Buy	+30,687	New	+$766K	0.1%	235

Other funds holding HDGE

WWM

Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

VCWA

Vanguard Capital Wealth Advisors Denver, Colorado $108M AUM 50.68% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Arkadios Wealth Advisors's HDGE Position: Q1 2025 in Review

Arkadios Wealth Advisors sold out of AdvisorShares Ranger Equity Bear ETF (HDGE) in Q1 2025, closing a stake of 11,278 shares — an estimated $184K sold.

Arkadios Wealth Advisors first reported a position in HDGE in Q4 2021 and held it in 13 quarters. The position peaked at $959K in Q2 2022. 19 funds tracked by Wall St. Rank hold HDGE as of Q1 2025.

Arkadios Wealth Advisors reported no remaining AdvisorShares Ranger Equity Bear ETF position as of Q1 2025 after selling out during the quarter.
Arkadios Wealth Advisors sold 11,278 AdvisorShares Ranger Equity Bear ETF shares in Q1 2025, an estimated $184K.
Arkadios Wealth Advisors first reported a position in AdvisorShares Ranger Equity Bear ETF in Q4 2021 and held it in 13 quarters.
Arkadios Wealth Advisors's AdvisorShares Ranger Equity Bear ETF position peaked at $959K in Q2 2022.
19 funds tracked by Wall St. Rank held AdvisorShares Ranger Equity Bear ETF as of Q1 2025.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2025, filed 8 May 2025.