EverSource Wealth Advisors
HDGE icon

EverSource Wealth Advisors’s AdvisorShares Active Bear ETF HDGE Stock Holding History

EverSource 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
2026
Q2 		$4.86K Buy
+295
New +$5K ﹤0.01% 3290
2025
Q1 		– Sell
-5,320
Closed -$86.9K – 4095
2024
Q4 		$86.9K Buy
5,320
+299
+6% +$5.27K ﹤0.01% 952
2024
Q3 		$93.9K Buy
5,021
+500
+11% +$9.8K 0.01% 810
2024
Q2 		$84.3K Hold
4,521
– – 0.01% 870
2024
Q1 		$96.6K Buy
4,521
+125
+3% +$2.5K 0.01% 720
2023
Q4 		$84.2K Buy
4,396
+619
+16% +$14.6K 0.01% 701
2023
Q3 		$88.5K Buy
3,777
+232
+7% +$5.05K 0.01% 612
2023
Q2 		$80.1K Buy
3,545
+964
+37% +$24.2K 0.01% 657
2023
Q1 		$65.6K Buy
2,581
+1,420
+122% +$35.8K 0.01% 683
2022
Q4 		$33.4K Buy
1,161
+233
+25% +$6.69K 0.01% 912
2022
Q3 		$28K Buy
928
+238
+34% +$6.74K 0.01% 791
2022
Q2 		$22K Sell
690
-280
-29% -$7.99K 0.01% 801
2022
Q1 		$24K Buy
970
+170
+21% +$4.29K 0.01% 634
2021
Q4 		$20K Buy
+800
New +$20K 0.01% 683

Other funds holding HDGE

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Vanguard Capital Wealth Advisors
Vanguard Capital Wealth Advisors Denver, Colorado $145M AUM 65.64% 1-Year Est. Return
HRT Financial
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

EverSource Wealth Advisors's HDGE Position: Q2 2026 in Review

EverSource Wealth Advisors opened a new position in AdvisorShares Active Bear ETF (HDGE) in Q2 2026: 295 shares worth $4.86K. The stake represents ﹤0.01% of the portfolio and ranks #3290 among its holdings. This is a return to the name: EverSource Wealth Advisors previously reported a position in HDGE as recently as Q4 2024.

EverSource Wealth Advisors first reported a position in HDGE in Q4 2021 and has held it in 14 quarters since. The position peaked at $96.6K in Q1 2024. 21 funds tracked by Wall St. Rank hold HDGE as of Q2 2026.

  • EverSource Wealth Advisors held 295 shares of AdvisorShares Active Bear ETF worth $4.86K as of Q2 2026.
  • AdvisorShares Active Bear ETF was a new EverSource Wealth Advisors position in Q2 2026.
  • AdvisorShares Active Bear ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3290 holding.
  • EverSource Wealth Advisors first reported a position in AdvisorShares Active Bear ETF in Q4 2021 and has held it in 14 quarters since.
  • EverSource Wealth Advisors's AdvisorShares Active Bear ETF position peaked at $96.6K in Q1 2024.
  • 21 funds tracked by Wall St. Rank held AdvisorShares Active Bear ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.