Kingswood Wealth Advisors
HDGE icon

Kingswood Wealth Advisors’s AdvisorShares Active 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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WP
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Kingswood Wealth Advisors's HDGE Position: Q3 2023 in Review

Kingswood Wealth Advisors sold out of AdvisorShares Active 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 Active Bear ETF position as of Q3 2023 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 10,303 AdvisorShares Active Bear ETF shares in Q3 2023, an estimated $233K.
  • Kingswood Wealth Advisors first reported a position in AdvisorShares Active Bear ETF in Q2 2023 and held it in 1 quarter.
  • Kingswood Wealth Advisors's AdvisorShares Active Bear ETF position peaked at $233K in Q2 2023.
  • 37 funds tracked by Wall St. Rank held AdvisorShares Active Bear ETF as of Q3 2023.

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