20/20 Capital Management’s AdvisorShares Insider Advantage ETF SURE Stock Holding History

20/20 Capital Management’s Portfolio SURE Stock Details SURE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	$372K	Hold	3,904	–	–	0.1%	119
2021 Q1	$351K	Sell	3,904 -31	-0.8%	-$2.64K	0.1%	118
2020 Q4	$321K	Hold	3,935	–	–	0.09%	126
2020 Q3	$274K	Sell	3,935 -45	-1%	-$3.13K	0.1%	124
2020 Q2	$282K	Hold	3,980	–	–	0.11%	113
2020 Q1	$248K	Hold	3,980	–	–	0.11%	125
2019 Q4	$302K	Buy	+3,980	New	+$286K	0.12%	118

Other funds holding SURE

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

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

PAG

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

RJFSA

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

9WM

9258 Wealth Management Blue Ash, Ohio $677M AUM 39.46% 1-Year Est. Return

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

20/20 Capital Management's SURE Position: Q2 2021 in Review

20/20 Capital Management held its AdvisorShares Insider Advantage ETF (SURE) position steady in Q2 2021 at 3,904 shares worth $372K. The position accounts for 0.1% of the portfolio, ranked #119.

20/20 Capital Management first reported a position in SURE in Q4 2019 and has held it in 7 quarters since. 24 funds tracked by Wall St. Rank hold SURE as of Q2 2021.

20/20 Capital Management held 3,904 shares of AdvisorShares Insider Advantage ETF worth $372K as of Q2 2021.
20/20 Capital Management left its AdvisorShares Insider Advantage ETF share count unchanged in Q2 2021.
AdvisorShares Insider Advantage ETF made up 0.1% of 20/20 Capital Management's portfolio in Q2 2021, its #119 holding.
20/20 Capital Management first reported a position in AdvisorShares Insider Advantage ETF in Q4 2019 and has held it in 7 quarters since.
24 funds tracked by Wall St. Rank held AdvisorShares Insider Advantage ETF as of Q2 2021.

Based on 20/20 Capital Management's 13F filing for Q2 2021, filed 12 Jul 2021.