Bank of Montreal’s AdvisorShares Ranger Equity Bear ETF HDGE Stock Holding History

Bank of Montreal’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 Q1	$174K	Hold	9,700	–	–	﹤0.01%	2974
2025 Q4	$155K	Sell	9,700 -6,200	-39%	-$103K	﹤0.01%	2921
2025 Q3	$261K	Hold	15,900	–	–	﹤0.01%	2604
2025 Q2	$269K	Buy	15,900 +200	+1%	+$3.62K	﹤0.01%	2634
2025 Q1	$280K	Hold	15,700	–	–	﹤0.01%	2555
2024 Q4	$257K	Sell	15,700 -57,712	-79%	-$1.02M	﹤0.01%	2635
2024 Q3	$1.36M	Buy	73,412 +61,037	+493%	+$1.19M	﹤0.01%	1875
2024 Q2	$261K	Sell	12,375 -1,500	-11%	-$31.1K	﹤0.01%	2822
2024 Q1	$275K	Sell	13,875 -1,000	-7%	-$20K	﹤0.01%	2844
2023 Q4	$285K	Hold	14,875	–	–	﹤0.01%	2898
2023 Q3	$332K	Hold	14,875	–	–	﹤0.01%	2734
2023 Q2	$348K	Sell	14,875 -7,000	-32%	-$176K	﹤0.01%	2844
2023 Q1	$578K	Sell	21,875 -2,000	-8%	-$50.5K	﹤0.01%	2384
2022 Q4	$706K	Sell	23,875 -2,000	-8%	-$57.4K	﹤0.01%	2397
2022 Q3	$788	Sell	25,875 -1,020	-4%	-$28.9K	﹤0.01%	2319
2022 Q2	$833	Hold	26,895	–	–	﹤0.01%	2423
2022 Q1	$663K	Hold	26,895	–	–	﹤0.01%	2633
2021 Q4	$679K	Buy	26,895 +2,395	+10%	+$59.8K	﹤0.01%	2186
2021 Q3	$628K	Buy	+24,500	New	+$602K	﹤0.01%	2749
2020 Q1	–	Sell	-410	Closed	-$22K	–	4336
2019 Q4	$22K	Hold	410	–	–	﹤0.01%	4266
2019 Q3	$27K	Buy	410 +40	+11%	+$2.67K	﹤0.01%	3918
2019 Q2	$24K	Buy	370 +100	+37%	+$6.6K	﹤0.01%	4071
2019 Q1	$18K	Hold	270	–	–	﹤0.01%	3705
2018 Q4	$23K	Sell	270 -250	-48%	-$20K	﹤0.01%	3594
2018 Q3	$38K	Hold	520	–	–	﹤0.01%	3499
2018 Q2	$41K	Hold	520	–	–	﹤0.01%	3490
2018 Q1	$43K	Hold	520	–	–	﹤0.01%	3291
2017 Q4	$41K	Sell	520 -900	-63%	-$73.8K	﹤0.01%	3336
2017 Q3	$119K	Hold	1,420	–	–	﹤0.01%	2912
2017 Q2	$122K	Buy	1,420 +100	+8%	+$8.79K	﹤0.01%	2898
2017 Q1	$116K	Hold	1,320	–	–	﹤0.01%	2746
2016 Q4	$124K	Hold	1,320	–	–	﹤0.01%	2729
2016 Q3	$127K	Buy	1,320 +100	+8%	+$9.77K	﹤0.01%	2647
2016 Q2	$129K	Buy	1,220 +316	+35%	+$33.4K	﹤0.01%	2692
2016 Q1	$96K	Sell	904 -116	-11%	-$13.5K	﹤0.01%	2804
2015 Q4	$110K	Hold	1,020	–	–	﹤0.01%	2730
2015 Q3	$117K	Sell	1,020 -850	-45%	-$95.1K	﹤0.01%	2538
2015 Q2	$204K	Buy	1,870 +30	+2%	+$3.23K	﹤0.01%	2404
2015 Q1	$204K	Buy	1,840 +850	+86%	+$96.8K	﹤0.01%	2352
2014 Q4	$113K	Buy	990 +250	+34%	+$29.4K	﹤0.01%	2715
2014 Q3	$88K	Buy	740 +720	+3,600%	+$84.8K	﹤0.01%	2887
2014 Q2	$2K	Hold	20	–	–	﹤0.01%	4491
2014 Q1	$3K	Hold	20	–	–	﹤0.01%	3864
2013 Q4	$3K	Buy	+20	New	+$2.74K	﹤0.01%	3589

Other funds holding HDGE

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

VCWA

Vanguard Capital Wealth Advisors Denver, Colorado $148M AUM 91.21% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

Bank of Montreal's HDGE Position: Q1 2026 in Review

Bank of Montreal held its AdvisorShares Ranger Equity Bear ETF (HDGE) position steady in Q1 2026 at 9,700 shares worth $174K. The position accounts for ﹤0.01% of the portfolio, ranked #2974.

Bank of Montreal first reported a position in HDGE in Q4 2013 and has held it in 44 quarters since. The position peaked at $1.36M in Q3 2024. 26 funds tracked by Wall St. Rank hold HDGE as of Q1 2026.

Bank of Montreal held 9,700 shares of AdvisorShares Ranger Equity Bear ETF worth $174K as of Q1 2026.
Bank of Montreal left its AdvisorShares Ranger Equity Bear ETF share count unchanged in Q1 2026.
AdvisorShares Ranger Equity Bear ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #2974 holding.
Bank of Montreal first reported a position in AdvisorShares Ranger Equity Bear ETF in Q4 2013 and has held it in 44 quarters since.
Bank of Montreal's AdvisorShares Ranger Equity Bear ETF position peaked at $1.36M in Q3 2024.
26 funds tracked by Wall St. Rank held AdvisorShares Ranger Equity Bear ETF as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.