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

BDO 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
2021
Q3 		– Sell
-231
Closed -$5K – 1075
2021
Q2 		$5K Hold
231
– – ﹤0.01% 856
2021
Q1 		$6K Buy
+231
New +$6.14K ﹤0.01% 816

Other funds holding HDGE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VWA
V Wealth Advisors Overland Park, Kansas $125M AUM 24.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
CWM
Centric Wealth Management Chicago, Illinois $501M AUM 15.27% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

BDO Wealth Advisors's HDGE Position: Q3 2021 in Review

BDO Wealth Advisors sold out of AdvisorShares Ranger Equity Bear ETF (HDGE) in Q3 2021, closing a stake of 231 shares — an estimated $5K sold.

BDO Wealth Advisors first reported a position in HDGE in Q1 2021 and held it in 2 quarters. The position peaked at $6K in Q1 2021. 27 funds tracked by Wall St. Rank hold HDGE as of Q3 2021.

  • BDO Wealth Advisors reported no remaining AdvisorShares Ranger Equity Bear ETF position as of Q3 2021 after selling out during the quarter.
  • BDO Wealth Advisors sold 231 AdvisorShares Ranger Equity Bear ETF shares in Q3 2021, an estimated $5K.
  • BDO Wealth Advisors first reported a position in AdvisorShares Ranger Equity Bear ETF in Q1 2021 and held it in 2 quarters.
  • BDO Wealth Advisors's AdvisorShares Ranger Equity Bear ETF position peaked at $6K in Q1 2021.
  • 27 funds tracked by Wall St. Rank held AdvisorShares Ranger Equity Bear ETF as of Q3 2021.

Based on BDO Wealth Advisors's 13F filing for Q3 2021, filed 9 Nov 2021.