Independent Wealth Advisors’s ProShares Hedge Replication ETF HDG Stock Holding History

Independent Wealth Advisors’s Portfolio HDG Stock Details HDG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$954K	Buy	17,434 +11,647	+201%	+$627K	0.86%	29
2026 Q1	$298K	Buy	+5,787	New	+$302K	0.29%	56

Other funds holding HDG

FFC

Frederick Financial Consultants Frederick, Maryland $236M AUM 27.81% 1-Year Est. Return

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

CWM

Comprehensive Wealth Management Lynnwood, Washington $219M AUM 16.39% 1-Year Est. Return

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

Hyundai Investments Yeongdeungopo-Gu, Seoul, South Korea $92.3M AUM 0.12% 1-Year Est. Return

FPB

First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

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

Independent Wealth Advisors's HDG Position: Q2 2026 in Review

Independent Wealth Advisors increased its ProShares Hedge Replication ETF (HDG) stake by 201% in Q2 2026, buying an estimated $627K and bringing the position to 17,434 shares worth $954K. The position accounts for 0.86% of the portfolio, ranked #29.

Independent Wealth Advisors first reported a position in HDG in Q1 2026 and has held it in 2 quarters since. 12 funds tracked by Wall St. Rank hold HDG as of Q2 2026.

Independent Wealth Advisors held 17,434 shares of ProShares Hedge Replication ETF worth $954K as of Q2 2026.
Independent Wealth Advisors bought 11,647 ProShares Hedge Replication ETF shares in Q2 2026, an estimated $627K.
ProShares Hedge Replication ETF made up 0.86% of Independent Wealth Advisors's portfolio in Q2 2026, its #29 holding.
Independent Wealth Advisors first reported a position in ProShares Hedge Replication ETF in Q1 2026 and has held it in 2 quarters since.
12 funds tracked by Wall St. Rank held ProShares Hedge Replication ETF as of Q2 2026.

Based on Independent Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.