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Kingswood Wealth Advisors’s AdvisorShares Ranger Equity Bear ETF HDGE Stock Holding History

Kingswood Wealth 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
2023
Q3 		– Sell
-10,303
Closed -$233K – 457
2023
Q2 		$233K Buy
+10,303
New +$259K 0.07% 230

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Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return

Kingswood Wealth Advisors's HDGE Position: Q3 2023 in Review

Kingswood Wealth Advisors sold out of AdvisorShares Ranger Equity Bear ETF (HDGE) in Q3 2023, closing a stake of 10,303 shares — an estimated $233K sold.

Kingswood Wealth Advisors first reported a position in HDGE in Q2 2023 and held it in 1 quarter. The position peaked at $233K in Q2 2023. 37 funds tracked by Wall St. Rank hold HDGE as of Q3 2023.

  • Kingswood Wealth Advisors reported no remaining AdvisorShares Ranger Equity Bear ETF position as of Q3 2023 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 10,303 AdvisorShares Ranger Equity Bear ETF shares in Q3 2023, an estimated $233K.
  • Kingswood Wealth Advisors first reported a position in AdvisorShares Ranger Equity Bear ETF in Q2 2023 and held it in 1 quarter.
  • Kingswood Wealth Advisors's AdvisorShares Ranger Equity Bear ETF position peaked at $233K in Q2 2023.
  • 37 funds tracked by Wall St. Rank held AdvisorShares Ranger Equity Bear ETF as of Q3 2023.

Based on Kingswood Wealth Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.