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 $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

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

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

Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.69B AUM 19.05% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return