Western Wealth Management
HDGE icon

Western Wealth Management’s AdvisorShares Active Bear ETF HDGE Stock Holding History

Western Wealth Management’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
2025
Q2 		– Sell
-258,423
Closed -$4.61M – 733
2025
Q1 		$4.61M Buy
+258,423
New +$4.28M 0.3% 71
2022
Q2 		– Sell
-127,484
Closed -$3.12M – 814
2022
Q1 		$3.12M Buy
+127,484
New +$3.21M 0.15% 143

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CIBC World Market
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LPL Financial
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Vanguard Capital Wealth Advisors
Vanguard Capital Wealth Advisors Denver, Colorado $145M AUM 65.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Western Wealth Management's HDGE Position: Q2 2025 in Review

Western Wealth Management sold out of AdvisorShares Active Bear ETF (HDGE) in Q2 2025, closing a stake of 258,423 shares — an estimated $4.61M sold.

Western Wealth Management first reported a position in HDGE in Q1 2022 and held it in 2 quarters. The position peaked at $4.61M in Q1 2025. 19 funds tracked by Wall St. Rank hold HDGE as of Q2 2025.

  • Western Wealth Management reported no remaining AdvisorShares Active Bear ETF position as of Q2 2025 after selling out during the quarter.
  • Western Wealth Management sold 258,423 AdvisorShares Active Bear ETF shares in Q2 2025, an estimated $4.61M.
  • Western Wealth Management first reported a position in AdvisorShares Active Bear ETF in Q1 2022 and held it in 2 quarters.
  • Western Wealth Management's AdvisorShares Active Bear ETF position peaked at $4.61M in Q1 2025.
  • 19 funds tracked by Wall St. Rank held AdvisorShares Active Bear ETF as of Q2 2025.

Based on Western Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.