Kimelman & Baird’s AdvisorShares Active Bear ETF HDGE Stock Holding History

Kimelman & Baird’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 Q4	–	Sell	-300	Closed	-$5.61K	–	362
2024 Q3	$5.61K	Hold	300	–	–	﹤0.01%	290
2024 Q2	$6.18K	Buy	+300	New	+$6.23K	﹤0.01%	289

Other funds holding HDGE

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

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

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 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

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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Kimelman & Baird's HDGE Position: Q4 2024 in Review

Kimelman & Baird sold out of AdvisorShares Active Bear ETF (HDGE) in Q4 2024, closing a stake of 300 shares — an estimated $5.61K sold.

Kimelman & Baird first reported a position in HDGE in Q2 2024 and held it in 2 quarters. The position peaked at $6.18K in Q2 2024. 23 funds tracked by Wall St. Rank hold HDGE as of Q4 2024.

Kimelman & Baird reported no remaining AdvisorShares Active Bear ETF position as of Q4 2024 after selling out during the quarter.
Kimelman & Baird sold 300 AdvisorShares Active Bear ETF shares in Q4 2024, an estimated $5.61K.
Kimelman & Baird first reported a position in AdvisorShares Active Bear ETF in Q2 2024 and held it in 2 quarters.
Kimelman & Baird's AdvisorShares Active Bear ETF position peaked at $6.18K in Q2 2024.
23 funds tracked by Wall St. Rank held AdvisorShares Active Bear ETF as of Q4 2024.

Based on Kimelman & Baird's 13F filing for Q4 2024, filed 10 Feb 2025.