NewEdge Advisors’s AdvisorShares Active Bear ETF HDGE Stock Holding History

NewEdge 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
2025 Q3	–	Sell	-6	Closed	-$100	–	4162
2025 Q2	$100	Hold	6	–	–	﹤0.01%	3905
2025 Q1	$105	Hold	6	–	–	﹤0.01%	3825
2024 Q4	$97	Buy	6 +1	+20%	+$18	﹤0.01%	3780
2024 Q3	$103	Hold	5	–	–	﹤0.01%	3716
2024 Q2	$113	Hold	5	–	–	﹤0.01%	3682
2024 Q1	$108	Hold	5	–	–	﹤0.01%	3704
2023 Q4	$96	Hold	5	–	–	﹤0.01%	3642
2023 Q3	$117	Sell	5 -75,306	-100%	-$1.64M	﹤0.01%	3361
2023 Q2	$1.7M	Buy	75,311 +61,288	+437%	+$1.54M	0.02%	648
2023 Q1	$357K	Buy	14,023 +13,823	+6,912%	+$349K	﹤0.01%	1289
2022 Q4	$5.75K	Buy	+200	New	+$5.74K	﹤0.01%	2541
2017 Q3	–	Sell	-20	Closed	-$1.73K	–	676
2017 Q2	$1.73K	Buy	+20	New	+$1.76K	﹤0.01%	1321

Other funds holding HDGE

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

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

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Vanguard Capital Wealth Advisors Denver, Colorado $145M AUM 65.64% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

NewEdge Advisors's HDGE Position: Q3 2025 in Review

NewEdge Advisors sold out of AdvisorShares Active Bear ETF (HDGE) in Q3 2025, closing a stake of 6 shares — an estimated $100 sold.

NewEdge Advisors first reported a position in HDGE in Q2 2017 and held it in 12 quarters. The position peaked at $1.7M in Q2 2023. 16 funds tracked by Wall St. Rank hold HDGE as of Q3 2025.

NewEdge Advisors reported no remaining AdvisorShares Active Bear ETF position as of Q3 2025 after selling out during the quarter.
NewEdge Advisors sold 6 AdvisorShares Active Bear ETF shares in Q3 2025, an estimated $100.
NewEdge Advisors first reported a position in AdvisorShares Active Bear ETF in Q2 2017 and held it in 12 quarters.
NewEdge Advisors's AdvisorShares Active Bear ETF position peaked at $1.7M in Q2 2023.
16 funds tracked by Wall St. Rank held AdvisorShares Active Bear ETF as of Q3 2025.

Based on NewEdge Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.