WCG Wealth Advisors’s AdvisorShares Ranger Equity Bear ETF HDGE Stock Holding History

WCG 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
2024 Q4	–	Sell	-21,593	Closed	-$404K	–	304
2024 Q3	$404K	Sell	21,593 -21,388	-50%	-$417K	0.03%	285
2024 Q2	$886K	Sell	42,981 -19,104	-31%	-$397K	0.07%	206
2024 Q1	$1.22M	Sell	62,085 -3,302	-5%	-$66.1K	0.1%	170
2023 Q4	$1.25M	Sell	65,387 -565	-0.9%	-$13.3K	0.09%	180
2023 Q3	$1.54M	Buy	+65,952	New	+$1.44M	0.11%	155

Other funds holding HDGE

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

VCWA

Vanguard Capital Wealth Advisors Denver, Colorado $108M AUM 50.68% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

WCG Wealth Advisors's HDGE Position: Q4 2024 in Review

WCG Wealth Advisors sold out of AdvisorShares Ranger Equity Bear ETF (HDGE) in Q4 2024, closing a stake of 21,593 shares — an estimated $404K sold.

WCG Wealth Advisors first reported a position in HDGE in Q3 2023 and held it in 5 quarters. The position peaked at $1.54M in Q3 2023. 23 funds tracked by Wall St. Rank hold HDGE as of Q4 2024.

WCG Wealth Advisors reported no remaining AdvisorShares Ranger Equity Bear ETF position as of Q4 2024 after selling out during the quarter.
WCG Wealth Advisors sold 21,593 AdvisorShares Ranger Equity Bear ETF shares in Q4 2024, an estimated $404K.
WCG Wealth Advisors first reported a position in AdvisorShares Ranger Equity Bear ETF in Q3 2023 and held it in 5 quarters.
WCG Wealth Advisors's AdvisorShares Ranger Equity Bear ETF position peaked at $1.54M in Q3 2023.
23 funds tracked by Wall St. Rank held AdvisorShares Ranger Equity Bear ETF as of Q4 2024.

Based on WCG Wealth Advisors's 13F filing for Q4 2024, filed 19 Feb 2025.