IFP Advisors’s AdvisorShares Active Bear ETF HDGE Stock Holding History

IFP 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
2022 Q4	–	Sell	-131,402	Closed	-$3.39M	–	4693
2022 Q3	$3.39M	Hold	131,402	–	–	0.09%	247
2022 Q2	$3.39M	Hold	131,402	–	–	0.11%	218
2022 Q1	$3.39M	Buy	+131,402	New	+$3.31M	0.11%	217
2020 Q4	–	Sell	-58,187	Closed	-$2.15M	–	3002
2020 Q3	$2.61M	Sell	58,187 -27,691	-32%	-$1.26M	0.16%	133
2020 Q2	$4.18M	Buy	+85,878	New	+$4.84M	0.33%	64
2019 Q1	–	Sell	-600	Closed	-$51K	–	2788
2018 Q4	$51K	Sell	600 -100	-14%	-$8.01K	﹤0.01%	1606
2018 Q3	$52K	Hold	700	–	–	﹤0.01%	1873
2018 Q2	$55K	Buy	700 +150	+27%	+$12.1K	﹤0.01%	1856
2018 Q1	$43K	Hold	550	–	–	﹤0.01%	1907
2017 Q4	$43K	Sell	550 -335	-38%	-$27.5K	﹤0.01%	1928
2017 Q3	$74K	Sell	885 -3	-0.3%	-$258	﹤0.01%	1731
2017 Q2	$76K	Buy	888 +100	+13%	+$8.79K	﹤0.01%	1693
2017 Q1	$69K	Sell	788 -150	-16%	-$13.4K	﹤0.01%	1729
2016 Q4	$87K	Sell	938 -50	-5%	-$4.76K	﹤0.01%	1536
2016 Q3	$95K	Sell	988 -50	-5%	-$4.88K	﹤0.01%	1398
2016 Q2	$110K	Buy	+1,038	New	+$110K	0.01%	1269
2016 Q1	–	Sell	-768	Closed	-$83K	–	2809
2015 Q4	$83K	Buy	+768	New	+$82K	0.01%	1283

Other funds holding HDGE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.4B AUM 44.75% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

IFP Advisors's HDGE Position: Q4 2022 in Review

IFP Advisors sold out of AdvisorShares Active Bear ETF (HDGE) in Q4 2022, closing a stake of 131,402 shares — an estimated $3.39M sold.

IFP Advisors first reported a position in HDGE in Q4 2015 and held it in 17 quarters. The position peaked at $4.18M in Q2 2020. 36 funds tracked by Wall St. Rank hold HDGE as of Q4 2022.

IFP Advisors reported no remaining AdvisorShares Active Bear ETF position as of Q4 2022 after selling out during the quarter.
IFP Advisors sold 131,402 AdvisorShares Active Bear ETF shares in Q4 2022, an estimated $3.39M.
IFP Advisors first reported a position in AdvisorShares Active Bear ETF in Q4 2015 and held it in 17 quarters.
IFP Advisors's AdvisorShares Active Bear ETF position peaked at $4.18M in Q2 2020.
36 funds tracked by Wall St. Rank held AdvisorShares Active Bear ETF as of Q4 2022.

Based on IFP Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.