Carson Wealth (CWM LLC)’s AdvisorShares Ranger Equity Bear ETF HDGE Stock Holding History

Carson Wealth (CWM LLC)’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
2024 Q3	–	Sell	-404	Closed	-$8K	–	4953
2024 Q2	$8K	Hold	404	–	–	﹤0.01%	3663
2024 Q1	$8K	Hold	404	–	–	﹤0.01%	3454
2023 Q4	$8K	Buy	+404	New	+$9.51K	﹤0.01%	3283
2019 Q1	–	Sell	-2,040	Closed	-$172K	–	3082
2018 Q4	$172K	Buy	+2,040	New	+$163K	﹤0.01%	629

Other funds holding HDGE

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

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

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

RJA

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

VCWA

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

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

Carson Wealth (CWM LLC)'s HDGE Position: Q3 2024 in Review

Carson Wealth (CWM LLC) sold out of AdvisorShares Ranger Equity Bear ETF (HDGE) in Q3 2024, closing a stake of 404 shares — an estimated $8K sold.

Carson Wealth (CWM LLC) first reported a position in HDGE in Q4 2018 and held it in 4 quarters. The position peaked at $172K in Q4 2018. 23 funds tracked by Wall St. Rank hold HDGE as of Q3 2024.

Carson Wealth (CWM LLC) reported no remaining AdvisorShares Ranger Equity Bear ETF position as of Q3 2024 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 404 AdvisorShares Ranger Equity Bear ETF shares in Q3 2024, an estimated $8K.
Carson Wealth (CWM LLC) first reported a position in AdvisorShares Ranger Equity Bear ETF in Q4 2018 and held it in 4 quarters.
Carson Wealth (CWM LLC)'s AdvisorShares Ranger Equity Bear ETF position peaked at $172K in Q4 2018.
23 funds tracked by Wall St. Rank held AdvisorShares Ranger Equity Bear ETF as of Q3 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2024, filed 8 Oct 2024.