Independent Financial Group’s AdvisorShares Active Bear ETF HDGE Stock Holding History

Independent Financial Group’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	$308K	Buy	+18,700	New	+$317K	0.01%	1234
2025 Q4	–	Sell	-160,105	Closed	-$2.62M	–	1436
2025 Q3	$2.62M	Buy	+160,105	New	+$2.63M	0.06%	304
2024 Q4	–	Sell	-151,745	Closed	-$2.84M	–	1195
2024 Q3	$2.84M	Buy	151,745 +67,680	+81%	+$1.32M	0.1%	199
2024 Q2	$1.73M	Sell	84,065 -34,810	-29%	-$723K	0.07%	259
2024 Q1	$2.33M	Buy	118,875 +49,725	+72%	+$995K	0.11%	183
2023 Q4	$1.32M	Sell	69,150 -20,375	-23%	-$480K	0.07%	288
2023 Q3	$2.1M	Buy	+89,525	New	+$1.95M	0.14%	172
2023 Q1	–	Sell	-13,738	Closed	-$395K	–	853
2022 Q4	$395K	Buy	13,738 +6,404	+87%	+$184K	0.03%	487
2022 Q3	$222K	Buy	+7,334	New	+$208K	0.02%	631
2022 Q2	–	Sell	-27,100	Closed	-$663K	–	755
2022 Q1	$663K	Buy	+27,100	New	+$683K	0.05%	352

Other funds holding HDGE

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Vanguard Capital Wealth Advisors Denver, Colorado $148M AUM 91.21% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

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

Independent Financial Group's HDGE Position: Q2 2026 in Review

Independent Financial Group opened a new position in AdvisorShares Active Bear ETF (HDGE) in Q2 2026: 18,700 shares worth $308K. The stake represents 0.01% of the portfolio and ranks #1234 among its holdings. This is a return to the name: Independent Financial Group previously reported a position in HDGE as recently as Q3 2025.

Independent Financial Group first reported a position in HDGE in Q1 2022 and has held it in 10 quarters since. The position peaked at $2.84M in Q3 2024. 21 funds tracked by Wall St. Rank hold HDGE as of Q2 2026.

Independent Financial Group held 18,700 shares of AdvisorShares Active Bear ETF worth $308K as of Q2 2026.
AdvisorShares Active Bear ETF was a new Independent Financial Group position in Q2 2026.
AdvisorShares Active Bear ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1234 holding.
Independent Financial Group first reported a position in AdvisorShares Active Bear ETF in Q1 2022 and has held it in 10 quarters since.
Independent Financial Group's AdvisorShares Active Bear ETF position peaked at $2.84M in Q3 2024.
21 funds tracked by Wall St. Rank held AdvisorShares Active Bear ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.