Steward Partners Investment Advisory’s AdvisorShares Ranger Equity Bear ETF HDGE Stock Holding History

Steward Partners Investment Advisory’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
2023 Q4	–	Sell	-485	Closed	-$11.4K	–	3513
2023 Q3	$11.4K	Hold	485	–	–	﹤0.01%	2548
2023 Q2	$11K	Hold	485	–	–	﹤0.01%	2537
2023 Q1	$12.3K	Hold	485	–	–	﹤0.01%	2464
2022 Q4	$13.9K	Hold	485	–	–	﹤0.01%	2417
2022 Q3	$15K	Sell	485 -240	-33%	-$6.8K	﹤0.01%	2346
2022 Q2	$23K	Hold	725	–	–	﹤0.01%	2157
2022 Q1	$18K	Hold	725	–	–	﹤0.01%	2416
2021 Q4	$18K	Hold	725	–	–	﹤0.01%	2365
2021 Q3	$19K	Hold	725	–	–	﹤0.01%	2352
2021 Q2	$17K	Buy	+725	New	+$17.5K	﹤0.01%	5307

Other funds holding HDGE

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

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

RJA

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

Steward Partners Investment Advisory's HDGE Position: Q4 2023 in Review

Steward Partners Investment Advisory sold out of AdvisorShares Ranger Equity Bear ETF (HDGE) in Q4 2023, closing a stake of 485 shares — an estimated $11.4K sold.

Steward Partners Investment Advisory first reported a position in HDGE in Q2 2021 and held it in 10 quarters. The position peaked at $23K in Q2 2022. 28 funds tracked by Wall St. Rank hold HDGE as of Q4 2023.

Steward Partners Investment Advisory reported no remaining AdvisorShares Ranger Equity Bear ETF position as of Q4 2023 after selling out during the quarter.
Steward Partners Investment Advisory sold 485 AdvisorShares Ranger Equity Bear ETF shares in Q4 2023, an estimated $11.4K.
Steward Partners Investment Advisory first reported a position in AdvisorShares Ranger Equity Bear ETF in Q2 2021 and held it in 10 quarters.
Steward Partners Investment Advisory's AdvisorShares Ranger Equity Bear ETF position peaked at $23K in Q2 2022.
28 funds tracked by Wall St. Rank held AdvisorShares Ranger Equity Bear ETF as of Q4 2023.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2023, filed 12 Feb 2024.