EWM
BEDZ icon

Evermay Wealth Management’s AdvisorShares Hotel ETF BEDZ Stock Holding History

Evermay Wealth Management’s Portfolio BEDZ Stock Details BEDZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.24K Hold
40
– – ﹤0.01% 557
2025
Q4 		$1.33K Hold
40
– – ﹤0.01% 527
2025
Q3 		$1.35K Hold
40
– – ﹤0.01% 508
2025
Q2 		$1.26K Hold
40
– – ﹤0.01% 517
2025
Q1 		$1.16K Hold
40
– – ﹤0.01% 530
2024
Q4 		$1.32K Hold
40
– – ﹤0.01% 522
2024
Q3 		$1.19K Hold
40
– – ﹤0.01% 560
2024
Q2 		$1.12K Hold
40
– – ﹤0.01% 565
2024
Q1 		$1.2K Hold
40
– – ﹤0.01% 562
2023
Q4 		$1.11K Hold
40
– – ﹤0.01% 543
2023
Q3 		$980 Hold
40
– – ﹤0.01% 528
2023
Q2 		$1.01K Hold
40
– – ﹤0.01% 520
2023
Q1 		$980 Hold
40
– – ﹤0.01% 504
2022
Q4 		$915 Hold
40
– – ﹤0.01% 516
2022
Q3 		$1K Hold
40
– – ﹤0.01% 489
2022
Q2 		$1K Hold
40
– – ﹤0.01% 488
2022
Q1 		$1K Buy
+40
New +$1K ﹤0.01% 498

Other funds holding BEDZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Evermay Wealth Management's BEDZ Position: Q1 2026 in Review

Evermay Wealth Management held its AdvisorShares Hotel ETF (BEDZ) position steady in Q1 2026 at 40 shares worth $1.24K. The position accounts for ﹤0.01% of the portfolio, ranked #557.

Evermay Wealth Management first reported a position in BEDZ in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.35K in Q3 2025. 2 funds tracked by Wall St. Rank hold BEDZ as of Q1 2026.

  • Evermay Wealth Management held 40 shares of AdvisorShares Hotel ETF worth $1.24K as of Q1 2026.
  • Evermay Wealth Management left its AdvisorShares Hotel ETF share count unchanged in Q1 2026.
  • AdvisorShares Hotel ETF made up ﹤0.01% of Evermay Wealth Management's portfolio in Q1 2026, its #557 holding.
  • Evermay Wealth Management first reported a position in AdvisorShares Hotel ETF in Q1 2022 and has held it in 17 quarters since.
  • Evermay Wealth Management's AdvisorShares Hotel ETF position peaked at $1.35K in Q3 2025.
  • 2 funds tracked by Wall St. Rank held AdvisorShares Hotel ETF as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.