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V Wealth Advisors’s AdvisorShares Ranger Equity 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 		$1.89M 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 		$1.39M 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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
WP
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 Ranger Equity 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 Ranger Equity Bear ETF position as of Q3 2023 after selling out during the quarter.
  • V Wealth Advisors sold 66,431 AdvisorShares Ranger Equity Bear ETF shares in Q3 2023, an estimated $1.5M.
  • V Wealth Advisors first reported a position in AdvisorShares Ranger Equity Bear ETF in Q1 2016 and held it in 29 quarters.
  • V Wealth Advisors's AdvisorShares Ranger Equity Bear ETF position peaked at $1.98M in Q4 2022.
  • 37 funds tracked by Wall St. Rank held AdvisorShares Ranger Equity Bear ETF as of Q3 2023.

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