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Englebert Financial Advisers’s AdvisorShares Active Bear ETF HDGE Stock Holding History

Englebert Financial Advisers’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 		– Sell
-13,500
Closed -$216K – 59
2025
Q4 		$216K Buy
+13,500
New +$225K 0.25% 49

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Vanguard Capital Wealth Advisors
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BAM
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Goldman Sachs
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Englebert Financial Advisers's HDGE Position: Q1 2026 in Review

Englebert Financial Advisers sold out of AdvisorShares Active Bear ETF (HDGE) in Q1 2026, closing a stake of 13,500 shares — an estimated $216K sold.

Englebert Financial Advisers first reported a position in HDGE in Q4 2025 and held it in 1 quarter. The position peaked at $216K in Q4 2025. 26 funds tracked by Wall St. Rank hold HDGE as of Q1 2026.

  • Englebert Financial Advisers reported no remaining AdvisorShares Active Bear ETF position as of Q1 2026 after selling out during the quarter.
  • Englebert Financial Advisers sold 13,500 AdvisorShares Active Bear ETF shares in Q1 2026, an estimated $216K.
  • Englebert Financial Advisers first reported a position in AdvisorShares Active Bear ETF in Q4 2025 and held it in 1 quarter.
  • Englebert Financial Advisers's AdvisorShares Active Bear ETF position peaked at $216K in Q4 2025.
  • 26 funds tracked by Wall St. Rank held AdvisorShares Active Bear ETF as of Q1 2026.

Based on Englebert Financial Advisers's 13F filing for Q1 2026, filed 22 Apr 2026.