SFMG Wealth Advisors’s AdvisorShares Ranger Equity Bear ETF HDGE Stock Holding History

SFMG Wealth 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
2020 Q4	–	Sell	-3,500	Closed	-$157K	–	233
2020 Q3	$157K	Sell	3,500 -582	-14%	-$26.4K	0.02%	172
2020 Q2	$198K	Buy	+4,082	New	+$230K	0.03%	152

Other funds holding HDGE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

VWA

V Wealth Advisors Overland Park, Kansas $125M AUM 24.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

SFMG Wealth Advisors's HDGE Position: Q4 2020 in Review

SFMG Wealth Advisors sold out of AdvisorShares Ranger Equity Bear ETF (HDGE) in Q4 2020, closing a stake of 3,500 shares — an estimated $157K sold.

SFMG Wealth Advisors first reported a position in HDGE in Q2 2020 and held it in 2 quarters. The position peaked at $198K in Q2 2020. 37 funds tracked by Wall St. Rank hold HDGE as of Q4 2020.

SFMG Wealth Advisors reported no remaining AdvisorShares Ranger Equity Bear ETF position as of Q4 2020 after selling out during the quarter.
SFMG Wealth Advisors sold 3,500 AdvisorShares Ranger Equity Bear ETF shares in Q4 2020, an estimated $157K.
SFMG Wealth Advisors first reported a position in AdvisorShares Ranger Equity Bear ETF in Q2 2020 and held it in 2 quarters.
SFMG Wealth Advisors's AdvisorShares Ranger Equity Bear ETF position peaked at $198K in Q2 2020.
37 funds tracked by Wall St. Rank held AdvisorShares Ranger Equity Bear ETF as of Q4 2020.

Based on SFMG Wealth Advisors's 13F filing for Q4 2020, filed 2 Feb 2021.