Traverso Chambers Private Wealth Management’s AdvisorShares Active Bear ETF HDGE Stock Holding History

Traverso Chambers Private Wealth Management’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
2021 Q1	–	Sell	-3,248	Closed	-$98K	–	108
2020 Q4	$98K	Hold	3,248	–	–	0.04%	107
2020 Q3	$146K	Hold	3,248	–	–	0.06%	102
2020 Q2	$158K	Buy	3,248 +1,697	+109%	+$95.6K	0.07%	97
2020 Q1	$107K	Buy	+1,551	New	+$89.7K	0.05%	93

Other funds holding HDGE

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

VWA

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

CWM

Centric Wealth Management Chicago, Illinois $643M AUM 21% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Traverso Chambers Private Wealth Management's HDGE Position: Q1 2021 in Review

Traverso Chambers Private Wealth Management sold out of AdvisorShares Active Bear ETF (HDGE) in Q1 2021, closing a stake of 3,248 shares — an estimated $98K sold.

Traverso Chambers Private Wealth Management first reported a position in HDGE in Q1 2020 and held it in 4 quarters. The position peaked at $158K in Q2 2020. 24 funds tracked by Wall St. Rank hold HDGE as of Q1 2021.

Traverso Chambers Private Wealth Management reported no remaining AdvisorShares Active Bear ETF position as of Q1 2021 after selling out during the quarter.
Traverso Chambers Private Wealth Management sold 3,248 AdvisorShares Active Bear ETF shares in Q1 2021, an estimated $98K.
Traverso Chambers Private Wealth Management first reported a position in AdvisorShares Active Bear ETF in Q1 2020 and held it in 4 quarters.
Traverso Chambers Private Wealth Management's AdvisorShares Active Bear ETF position peaked at $158K in Q2 2020.
24 funds tracked by Wall St. Rank held AdvisorShares Active Bear ETF as of Q1 2021.

Based on Traverso Chambers Private Wealth Management's 13F filing for Q1 2021, filed 15 Apr 2021.