SFS
HDGE icon

Sowell Financial Services’s AdvisorShares Active Bear ETF HDGE Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-11,470
Closed -$794K – 2544
2020
Q1 		$794K Buy
+11,470
New +$664K 0.06% 287

Other funds holding HDGE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PPW
Pasadena Private Wealth Pasadena, California $786M AUM 19.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Sowell Financial Services's HDGE Position: Q2 2020 in Review

Sowell Financial Services sold out of AdvisorShares Active Bear ETF (HDGE) in Q2 2020, closing a stake of 11,470 shares — an estimated $794K sold.

Sowell Financial Services first reported a position in HDGE in Q1 2020 and held it in 1 quarter. The position peaked at $794K in Q1 2020. 45 funds tracked by Wall St. Rank hold HDGE as of Q2 2020.

  • Sowell Financial Services reported no remaining AdvisorShares Active Bear ETF position as of Q2 2020 after selling out during the quarter.
  • Sowell Financial Services sold 11,470 AdvisorShares Active Bear ETF shares in Q2 2020, an estimated $794K.
  • Sowell Financial Services first reported a position in AdvisorShares Active Bear ETF in Q1 2020 and held it in 1 quarter.
  • Sowell Financial Services's AdvisorShares Active Bear ETF position peaked at $794K in Q1 2020.
  • 45 funds tracked by Wall St. Rank held AdvisorShares Active Bear ETF as of Q2 2020.

Based on Sowell Financial Services's 13F filing for Q2 2020, filed 13 Aug 2020.