BDO Wealth Advisors’s AdvisorShares Active 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 New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VWA

V Wealth Advisors Overland Park, Kansas $125M AUM 24.7% 1-Year Est. Return

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

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

RJA

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

CWM

Centric Wealth Management Chicago, Illinois $643M AUM 21% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

BDO Wealth Advisors sold out of AdvisorShares Active 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 Active Bear ETF position as of Q3 2021 after selling out during the quarter.
BDO Wealth Advisors sold 231 AdvisorShares Active Bear ETF shares in Q3 2021, an estimated $5K.
BDO Wealth Advisors first reported a position in AdvisorShares Active Bear ETF in Q1 2021 and held it in 2 quarters.
BDO Wealth Advisors's AdvisorShares Active Bear ETF position peaked at $6K in Q1 2021.
27 funds tracked by Wall St. Rank held AdvisorShares Active Bear ETF as of Q3 2021.

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