MWM
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Moran Wealth Management’s ProShares Hedge Replication ETF HDG Stock Holding History

Moran Wealth Management’s Portfolio HDG Stock Details HDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-65,506
Closed -$3.14M – 395
2023
Q1 		$3.14M Sell
65,506
-30,150
-32% -$1.46M 0.12% 187
2022
Q4 		$4.5M Buy
+95,656
New +$4.45M 0.17% 161

Other funds holding HDG

PCS
Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Moran Wealth Management's HDG Position: Q2 2023 in Review

Moran Wealth Management sold out of ProShares Hedge Replication ETF (HDG) in Q2 2023, closing a stake of 65,506 shares — an estimated $3.14M sold.

Moran Wealth Management first reported a position in HDG in Q4 2022 and held it in 2 quarters. The position peaked at $4.5M in Q4 2022. 16 funds tracked by Wall St. Rank hold HDG as of Q2 2023.

  • Moran Wealth Management reported no remaining ProShares Hedge Replication ETF position as of Q2 2023 after selling out during the quarter.
  • Moran Wealth Management sold 65,506 ProShares Hedge Replication ETF shares in Q2 2023, an estimated $3.14M.
  • Moran Wealth Management first reported a position in ProShares Hedge Replication ETF in Q4 2022 and held it in 2 quarters.
  • Moran Wealth Management's ProShares Hedge Replication ETF position peaked at $4.5M in Q4 2022.
  • 16 funds tracked by Wall St. Rank held ProShares Hedge Replication ETF as of Q2 2023.

Based on Moran Wealth Management's 13F filing for Q2 2023, filed 10 Aug 2023.