PCS
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Personal CFO Solutions’s ProShares Hedge Replication ETF HDG Stock Holding History

Personal CFO Solutions’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
2024
Q4 		– Sell
-90,311
Closed -$4.5M – 525
2024
Q3 		$4.5M Buy
90,311
+413
+0.5% +$20.5K 0.63% 32
2024
Q2 		$4.39M Sell
89,898
-1,464
-2% -$71.9K 0.67% 28
2024
Q1 		$4.5M Buy
91,362
+962
+1% +$46.8K 0.7% 26
2023
Q4 		$4.4M Sell
90,400
-293
-0.3% -$14K 0.76% 24
2023
Q3 		$4.31M Buy
90,693
+1,036
+1% +$50.1K 0.85% 22
2023
Q2 		$4.34M Buy
89,657
+3,364
+4% +$162K 0.88% 23
2023
Q1 		$4.14M Sell
86,293
-356
-0.4% -$17.2K 0.85% 22
2022
Q4 		$4.07M Sell
86,649
-4,361
-5% -$203K 0.86% 25
2022
Q3 		$4.09M Buy
91,010
+1,392
+2% +$65.2K 1.03% 23
2022
Q2 		$4.16M Buy
89,618
+2,848
+3% +$136K 0.98% 25
2022
Q1 		$4.31M Buy
86,770
+3,936
+5% +$197K 0.85% 24
2021
Q4 		$4.27M Buy
82,834
+513
+0.6% +$26.6K 0.8% 23
2021
Q3 		$4.23M Buy
82,321
+1,039
+1% +$53.6K 0.87% 21
2021
Q2 		$4.25M Buy
81,282
+437
+0.5% +$22.8K 0.87% 24
2021
Q1 		$4.18M Sell
80,845
-1,051
-1% -$54.4K 0.9% 23
2020
Q4 		$4.1M Buy
81,896
+2,592
+3% +$125K 1.02% 21
2020
Q3 		$4K Sell
79,304
-744
-0.9% -$34.4K 1.33% 17
2020
Q2 		$3.66M Sell
80,048
-2,851
-3% -$127K 1.08% 17
2020
Q1 		$3.53M Sell
82,899
-2,131
-3% -$96.8K 1.27% 12
2019
Q4 		$3.97M Buy
85,030
+3,559
+4% +$164K 1.14% 14
2019
Q3 		$3.69M Buy
+81,471
New +$3.69M 1.47% 9

Other funds holding HDG

FFC
Frederick Financial Consultants Frederick, Maryland $201M AUM 21.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CWM
Comprehensive Wealth Management Lynnwood, Washington $198M AUM 11.59% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Personal CFO Solutions's HDG Position: Q4 2024 in Review

Personal CFO Solutions sold out of ProShares Hedge Replication ETF (HDG) in Q4 2024, closing a stake of 90,311 shares — an estimated $4.5M sold.

Personal CFO Solutions first reported a position in HDG in Q3 2019 and held it in 21 quarters. The position peaked at $4.5M in Q3 2024. 10 funds tracked by Wall St. Rank hold HDG as of Q4 2024.

  • Personal CFO Solutions reported no remaining ProShares Hedge Replication ETF position as of Q4 2024 after selling out during the quarter.
  • Personal CFO Solutions sold 90,311 ProShares Hedge Replication ETF shares in Q4 2024, an estimated $4.5M.
  • Personal CFO Solutions first reported a position in ProShares Hedge Replication ETF in Q3 2019 and held it in 21 quarters.
  • Personal CFO Solutions's ProShares Hedge Replication ETF position peaked at $4.5M in Q3 2024.
  • 10 funds tracked by Wall St. Rank held ProShares Hedge Replication ETF as of Q4 2024.

Based on Personal CFO Solutions's 13F filing for Q4 2024, filed 7 Feb 2025.