Level Four Financial’s AdvisorShares Active Bear ETF HDGE Stock Holding History

Level Four Financial’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
2021 Q1	–	Sell	-1,910	Closed	-$58K	–	314
2020 Q4	$58K	Buy	+1,910	New	+$70.7K	0.03%	295

Other funds holding HDGE

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

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

VWA

V Wealth Advisors Overland Park, Kansas $125M AUM 24.7% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

CWM

Centric Wealth Management Chicago, Illinois $643M AUM 21% 1-Year Est. Return

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

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

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

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

Level Four Financial's HDGE Position: Q1 2021 in Review

Level Four Financial sold out of AdvisorShares Active Bear ETF (HDGE) in Q1 2021, closing a stake of 1,910 shares — an estimated $58K sold.

Level Four Financial first reported a position in HDGE in Q4 2020 and held it in 1 quarter. The position peaked at $58K in Q4 2020. 24 funds tracked by Wall St. Rank hold HDGE as of Q1 2021.

Level Four Financial reported no remaining AdvisorShares Active Bear ETF position as of Q1 2021 after selling out during the quarter.
Level Four Financial sold 1,910 AdvisorShares Active Bear ETF shares in Q1 2021, an estimated $58K.
Level Four Financial first reported a position in AdvisorShares Active Bear ETF in Q4 2020 and held it in 1 quarter.
Level Four Financial's AdvisorShares Active Bear ETF position peaked at $58K in Q4 2020.
24 funds tracked by Wall St. Rank held AdvisorShares Active Bear ETF as of Q1 2021.

Based on Level Four Financial's 13F filing for Q1 2021, filed 10 May 2021.