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Thomas J. Herzfeld Advisors’s AdvisorShares Ranger Equity Bear ETF HDGE Stock Holding History

Thomas J. Herzfeld 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
2025
Q2 		– Sell
-42,063
Closed -$750K – 121
2025
Q1 		$750K Buy
+42,063
New +$696K 0.26% 63

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UBS Group
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VCWA
Vanguard Capital Wealth Advisors Denver, Colorado $108M AUM 50.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Thomas J. Herzfeld Advisors's HDGE Position: Q2 2025 in Review

Thomas J. Herzfeld Advisors sold out of AdvisorShares Ranger Equity Bear ETF (HDGE) in Q2 2025, closing a stake of 42,063 shares — an estimated $750K sold.

Thomas J. Herzfeld Advisors first reported a position in HDGE in Q1 2025 and held it in 1 quarter. The position peaked at $750K in Q1 2025. 19 funds tracked by Wall St. Rank hold HDGE as of Q2 2025.

  • Thomas J. Herzfeld Advisors reported no remaining AdvisorShares Ranger Equity Bear ETF position as of Q2 2025 after selling out during the quarter.
  • Thomas J. Herzfeld Advisors sold 42,063 AdvisorShares Ranger Equity Bear ETF shares in Q2 2025, an estimated $750K.
  • Thomas J. Herzfeld Advisors first reported a position in AdvisorShares Ranger Equity Bear ETF in Q1 2025 and held it in 1 quarter.
  • Thomas J. Herzfeld Advisors's AdvisorShares Ranger Equity Bear ETF position peaked at $750K in Q1 2025.
  • 19 funds tracked by Wall St. Rank held AdvisorShares Ranger Equity Bear ETF as of Q2 2025.

Based on Thomas J. Herzfeld Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.