Stratos Wealth Partners’s AdvisorShares Active Bear ETF HDGE Stock Holding History

Stratos Wealth Partners’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	-9,200	Closed	-$216K	–	1396
2023 Q3	$216K	Buy	+9,200	New	+$200K	﹤0.01%	1135
2023 Q2	–	Sell	-8,300	Closed	-$211K	–	1211
2023 Q1	$211K	Buy	+8,300	New	+$209K	0.01%	1024

Other funds holding HDGE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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 $5.51B AUM 33.52% 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 $4.22B AUM 26.72% 1-Year Est. Return

RJA

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

Stratos Wealth Partners's HDGE Position: Q4 2023 in Review

Stratos Wealth Partners sold out of AdvisorShares Active Bear ETF (HDGE) in Q4 2023, closing a stake of 9,200 shares — an estimated $216K sold.

Stratos Wealth Partners first reported a position in HDGE in Q1 2023 and held it in 2 quarters. The position peaked at $216K in Q3 2023. 28 funds tracked by Wall St. Rank hold HDGE as of Q4 2023.

Stratos Wealth Partners reported no remaining AdvisorShares Active Bear ETF position as of Q4 2023 after selling out during the quarter.
Stratos Wealth Partners sold 9,200 AdvisorShares Active Bear ETF shares in Q4 2023, an estimated $216K.
Stratos Wealth Partners first reported a position in AdvisorShares Active Bear ETF in Q1 2023 and held it in 2 quarters.
Stratos Wealth Partners's AdvisorShares Active Bear ETF position peaked at $216K in Q3 2023.
28 funds tracked by Wall St. Rank held AdvisorShares Active Bear ETF as of Q4 2023.

Based on Stratos Wealth Partners's 13F filing for Q4 2023, filed 24 Jan 2024.