Carson Wealth (CWM LLC)’s AdvisorShares Active 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 $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

RJA

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of AdvisorShares Active 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 Active Bear ETF position as of Q3 2024 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 404 AdvisorShares Active Bear ETF shares in Q3 2024, an estimated $8K.
Carson Wealth (CWM LLC) first reported a position in AdvisorShares Active Bear ETF in Q4 2018 and held it in 4 quarters.
Carson Wealth (CWM LLC)'s AdvisorShares Active Bear ETF position peaked at $172K in Q4 2018.
23 funds tracked by Wall St. Rank held AdvisorShares Active Bear ETF as of Q3 2024.

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