Moran Wealth Management
HDG icon

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

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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.