Global Retirement Partners’s AdvisorShares Active Bear ETF HDGE Stock Holding History

Global Retirement Partners’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	-1	Closed	-$23	–	3570
2024 Q2	$23	Hold	1	–	–	﹤0.01%	3515
2024 Q1	$21	Hold	1	–	–	﹤0.01%	3357
2023 Q4	$22	Sell	1 -574	-100%	-$13.5K	﹤0.01%	3324
2023 Q3	$13.9K	Buy	+575	New	+$12.5K	﹤0.01%	1817
2021 Q4	–	Sell	-150	Closed	-$4K	–	887
2021 Q3	$4K	Hold	150	–	–	﹤0.01%	1677
2021 Q2	$3K	Hold	150	–	–	﹤0.01%	1673
2021 Q1	$4K	Hold	150	–	–	﹤0.01%	1521
2020 Q4	$5K	Hold	150	–	–	﹤0.01%	1442
2020 Q3	$7K	Hold	150	–	–	﹤0.01%	1239
2020 Q2	$7K	Hold	150	–	–	﹤0.01%	1202
2020 Q1	$10K	Hold	150	–	–	﹤0.01%	1027
2019 Q4	$8K	Hold	150	–	–	﹤0.01%	1196
2019 Q3	$10K	Hold	150	–	–	﹤0.01%	1116
2019 Q2	$10K	Buy	+150	New	+$9.89K	﹤0.01%	1101

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

Global Retirement Partners's HDGE Position: Q3 2024 in Review

Global Retirement Partners sold out of AdvisorShares Active Bear ETF (HDGE) in Q3 2024, closing a stake of 1 share — an estimated $23 sold.

Global Retirement Partners first reported a position in HDGE in Q2 2019 and held it in 14 quarters. The position peaked at $13.9K in Q3 2023. 23 funds tracked by Wall St. Rank hold HDGE as of Q3 2024.

Global Retirement Partners reported no remaining AdvisorShares Active Bear ETF position as of Q3 2024 after selling out during the quarter.
Global Retirement Partners sold 1 AdvisorShares Active Bear ETF share in Q3 2024, an estimated $23.
Global Retirement Partners first reported a position in AdvisorShares Active Bear ETF in Q2 2019 and held it in 14 quarters.
Global Retirement Partners's AdvisorShares Active Bear ETF position peaked at $13.9K in Q3 2023.
23 funds tracked by Wall St. Rank held AdvisorShares Active Bear ETF as of Q3 2024.

Based on Global Retirement Partners's 13F filing for Q3 2024, filed 16 Oct 2024.