Litman Gregory Wealth Management’s AdvisorShares Active Bear ETF HDGE Stock Holding History

Litman Gregory Wealth Management’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
2025 Q4	$1.6K	Buy	+100	New	+$1.66K	﹤0.01%	307

Other funds holding HDGE

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

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

Vanguard Capital Wealth Advisors Denver, Colorado $148M AUM 91.21% 1-Year Est. Return

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

EFA

Englebert Financial Advisers Allentown, Pennsylvania $102M AUM

Litman Gregory Wealth Management's HDGE Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in AdvisorShares Active Bear ETF (HDGE) in Q4 2025: 100 shares worth $1.6K. The stake represents ﹤0.01% of the portfolio and ranks #307 among its holdings.

19 funds tracked by Wall St. Rank hold HDGE as of Q4 2025.

Litman Gregory Wealth Management held 100 shares of AdvisorShares Active Bear ETF worth $1.6K as of Q4 2025.
AdvisorShares Active Bear ETF was a new Litman Gregory Wealth Management position in Q4 2025.
AdvisorShares Active Bear ETF made up ﹤0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #307 holding.
19 funds tracked by Wall St. Rank held AdvisorShares Active Bear ETF as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.