WealthSource Partners’s AdvisorShares Ranger Equity Bear ETF HDGE Stock Holding History

WealthSource Partners’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 Q4	$1.26M	Sell	65,541 -9,822	-13%	-$231K	0.08%	171
2023 Q3	$1.77M	Buy	75,363 +424	+0.6%	+$9.23K	0.12%	138
2023 Q2	$1.69M	Sell	74,939 -2,982	-4%	-$74.9K	0.11%	143
2023 Q1	$1.98M	Sell	77,921 -5,729	-7%	-$145K	0.13%	121
2022 Q4	$2.4M	Sell	83,650 -4,284	-5%	-$123K	0.17%	93
2022 Q3	$2.66M	Buy	87,934 +458	+0.5%	+$13K	0.2%	84
2022 Q2	$2.8M	Buy	+87,476	New	+$2.5M	0.21%	83

Other funds holding HDGE

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

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

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

RJFSA

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

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

RJA

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

VCWA

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

WealthSource Partners's HDGE Position: Q4 2023 in Review

WealthSource Partners reduced its AdvisorShares Ranger Equity Bear ETF (HDGE) stake by 13% in Q4 2023, selling an estimated $231K and leaving 65,541 shares worth $1.26M. The position accounts for 0.08% of the portfolio, ranked #171.

WealthSource Partners first reported a position in HDGE in Q2 2022 and has held it in 7 quarters since. The position peaked at $2.8M in Q2 2022. 28 funds tracked by Wall St. Rank hold HDGE as of Q4 2023.

WealthSource Partners held 65,541 shares of AdvisorShares Ranger Equity Bear ETF worth $1.26M as of Q4 2023.
WealthSource Partners sold 9,822 AdvisorShares Ranger Equity Bear ETF shares in Q4 2023, an estimated $231K.
AdvisorShares Ranger Equity Bear ETF made up 0.08% of WealthSource Partners's portfolio in Q4 2023, its #171 holding.
WealthSource Partners first reported a position in AdvisorShares Ranger Equity Bear ETF in Q2 2022 and has held it in 7 quarters since.
WealthSource Partners's AdvisorShares Ranger Equity Bear ETF position peaked at $2.8M in Q2 2022.
28 funds tracked by Wall St. Rank held AdvisorShares Ranger Equity Bear ETF as of Q4 2023.

Based on WealthSource Partners's 13F filing for Q4 2023, filed 16 Jan 2024.