V Wealth Advisors’s AdvisorShares Active Bear ETF HDGE Stock Holding History

V Wealth 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
2023 Q3	–	Sell	-66,431	Closed	-$1.5M	–	216
2023 Q2	$1.5M	Sell	66,431 -65	-0.1%	-$1.63K	0.25%	81
2023 Q1	$1.69M	Sell	66,496 -2,385	-3%	-$60.2K	0.32%	71
2022 Q4	$1.98M	Buy	68,881 +5,898	+9%	+$169K	0.41%	48
2022 Q3	$1.91M	Buy	62,983 +4,172	+7%	+$118K	0.38%	53
2022 Q2	$1.88M	Sell	58,811 -2	-0%	-$57	0.36%	67
2022 Q1	$1.44M	Sell	58,813 -8,083	-12%	-$204K	0.23%	108
2021 Q4	$1.65M	Sell	66,896 -3,235	-5%	-$80.7K	0.24%	92
2021 Q3	$1.8M	Hold	70,131	–	–	0.28%	77
2021 Q2	$1.62M	Buy	70,131 +7,825	+13%	+$189K	0.26%	94
2021 Q1	$1.58M	Buy	62,306 +16,605	+36%	+$441K	0.29%	83
2020 Q4	$1.38M	Buy	+45,701	New	+$1.69M	0.29%	87
2020 Q3	–	Sell	-6,861	Closed	-$333K	–	235
2020 Q2	$333K	Buy	6,861 +5,091	+288%	+$287K	0.09%	246
2020 Q1	$122K	Sell	1,770 -5,438	-75%	-$315K	0.04%	296
2019 Q4	$474K	Hold	7,208	–	–	0.17%	142
2019 Q3	$474K	Buy	7,208 +5,108	+243%	+$341K	0.17%	142
2019 Q2	$134K	Buy	2,100 +330	+19%	+$21.8K	0.05%	264
2019 Q1	$113K	Hold	1,770	–	–	0.05%	249
2018 Q4	$142K	Sell	1,770 -11,506	-87%	-$921K	0.07%	206
2018 Q3	$978K	Buy	13,276 +83	+0.6%	+$6.2K	0.45%	57
2018 Q2	$1.01M	Buy	13,193 +3,474	+36%	+$281K	0.57%	51
2018 Q1	$820K	Buy	9,719 +2,108	+28%	+$166K	0.44%	63
2017 Q4	$580K	Buy	7,611 +926	+14%	+$75.9K	0.29%	89
2017 Q3	$566K	Buy	6,685 +1,799	+37%	+$155K	0.29%	85
2017 Q2	$416K	Buy	4,886 +308	+7%	+$27.1K	0.19%	108
2017 Q1	$404K	Buy	4,578 +1,232	+37%	+$110K	0.25%	110
2016 Q4	$310K	Buy	3,346 +259	+8%	+$24.6K	0.23%	125
2016 Q3	$295K	Buy	3,087 +289	+10%	+$28.2K	0.24%	121
2016 Q2	$297K	Buy	2,798 +1,388	+98%	+$147K	0.24%	117
2016 Q1	$153K	Buy	+1,410	New	+$164K	0.12%	142

Other funds holding HDGE

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

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

CIBC World Market Toronto, Ontario, Canada $62.4B AUM 44.75% 1-Year Est. Return

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

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

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

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

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

V Wealth Advisors's HDGE Position: Q3 2023 in Review

V Wealth Advisors sold out of AdvisorShares Active Bear ETF (HDGE) in Q3 2023, closing a stake of 66,431 shares — an estimated $1.5M sold.

V Wealth Advisors first reported a position in HDGE in Q1 2016 and held it in 29 quarters. The position peaked at $1.98M in Q4 2022. 37 funds tracked by Wall St. Rank hold HDGE as of Q3 2023.

V Wealth Advisors reported no remaining AdvisorShares Active Bear ETF position as of Q3 2023 after selling out during the quarter.
V Wealth Advisors sold 66,431 AdvisorShares Active Bear ETF shares in Q3 2023, an estimated $1.5M.
V Wealth Advisors first reported a position in AdvisorShares Active Bear ETF in Q1 2016 and held it in 29 quarters.
V Wealth Advisors's AdvisorShares Active Bear ETF position peaked at $1.98M in Q4 2022.
37 funds tracked by Wall St. Rank held AdvisorShares Active Bear ETF as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.