Wealthspire Advisors (Maryland)’s AdvisorShares Active Bear ETF HDGE Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-100	Closed	-$7K	–	1106
2019 Q1	$7K	Hold	100	–	–	﹤0.01%	1672
2018 Q4	$8K	Hold	100	–	–	﹤0.01%	1554
2018 Q3	$7K	Hold	100	–	–	﹤0.01%	1658
2018 Q2	$8K	Buy	+100	New	+$8.09K	﹤0.01%	1615

Other funds holding HDGE

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

PAG

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

RJA

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

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s HDGE Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of AdvisorShares Active Bear ETF (HDGE) in Q2 2019, closing a stake of 100 shares — an estimated $7K sold.

Wealthspire Advisors (Maryland) first reported a position in HDGE in Q2 2018 and held it in 4 quarters. The position peaked at $8K in Q4 2018. 44 funds tracked by Wall St. Rank hold HDGE as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining AdvisorShares Active Bear ETF position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 100 AdvisorShares Active Bear ETF shares in Q2 2019, an estimated $7K.
Wealthspire Advisors (Maryland) first reported a position in AdvisorShares Active Bear ETF in Q2 2018 and held it in 4 quarters.
Wealthspire Advisors (Maryland)'s AdvisorShares Active Bear ETF position peaked at $8K in Q4 2018.
44 funds tracked by Wall St. Rank held AdvisorShares Active Bear ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.