Freedom Wealth Alliance’s AdvisorShares Ranger Equity Bear ETF HDGE Stock Holding History

Freedom Wealth Alliance’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
2023 Q3	–	Sell	-9,866	Closed	-$206K	–	56
2023 Q2	$206K	Sell	9,866 -237	-2%	-$5.95K	0.29%	55
2023 Q1	$257K	Buy	10,103 +137	+1%	+$3.46K	0.39%	45
2022 Q4	$287K	Buy	+9,966	New	+$286K	0.4%	39

Other funds holding HDGE

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

IFG

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

RJA

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

WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return

Freedom Wealth Alliance's HDGE Position: Q3 2023 in Review

Freedom Wealth Alliance sold out of AdvisorShares Ranger Equity Bear ETF (HDGE) in Q3 2023, closing a stake of 9,866 shares — an estimated $206K sold.

Freedom Wealth Alliance first reported a position in HDGE in Q4 2022 and held it in 3 quarters. The position peaked at $287K in Q4 2022. 37 funds tracked by Wall St. Rank hold HDGE as of Q3 2023.

Freedom Wealth Alliance reported no remaining AdvisorShares Ranger Equity Bear ETF position as of Q3 2023 after selling out during the quarter.
Freedom Wealth Alliance sold 9,866 AdvisorShares Ranger Equity Bear ETF shares in Q3 2023, an estimated $206K.
Freedom Wealth Alliance first reported a position in AdvisorShares Ranger Equity Bear ETF in Q4 2022 and held it in 3 quarters.
Freedom Wealth Alliance's AdvisorShares Ranger Equity Bear ETF position peaked at $287K in Q4 2022.
37 funds tracked by Wall St. Rank held AdvisorShares Ranger Equity Bear ETF as of Q3 2023.

Based on Freedom Wealth Alliance's 13F filing for Q3 2023, filed 30 Oct 2023.