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Orion Portfolio Solutions’s AdvisorShares Active Bear ETF HDGE Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-22
Closed -$1K – 1103
2020
Q2 		$1K Buy
+22
New +$1.24K ﹤0.01% 1989
2020
Q1 		– Sell
-995
Closed -$53K – 2061
2019
Q4 		$53K Buy
+995
New +$60K ﹤0.01% 544

Other funds holding HDGE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PPW
Pasadena Private Wealth Pasadena, California $786M AUM 19.96% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Orion Portfolio Solutions's HDGE Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of AdvisorShares Active Bear ETF (HDGE) in Q3 2020, closing a stake of 22 shares — an estimated $1K sold.

Orion Portfolio Solutions first reported a position in HDGE in Q4 2019 and held it in 2 quarters. The position peaked at $53K in Q4 2019. 45 funds tracked by Wall St. Rank hold HDGE as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining AdvisorShares Active Bear ETF position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 22 AdvisorShares Active Bear ETF shares in Q3 2020, an estimated $1K.
  • Orion Portfolio Solutions first reported a position in AdvisorShares Active Bear ETF in Q4 2019 and held it in 2 quarters.
  • Orion Portfolio Solutions's AdvisorShares Active Bear ETF position peaked at $53K in Q4 2019.
  • 45 funds tracked by Wall St. Rank held AdvisorShares Active Bear ETF as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.