9258 Wealth Management’s AdvisorShares Insider Advantage ETF SURE Stock Holding History

9258 Wealth 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
2024 Q3	$598K	Sell	5,020 -2,000	-28%	-$228K	0.09%	179
2024 Q2	$786K	Hold	7,020	–	–	0.12%	139
2024 Q1	$821K	Hold	7,020	–	–	0.13%	142
2023 Q4	$733K	Buy	7,020 +503	+8%	+$49K	0.13%	146
2023 Q3	$618K	Buy	6,517 +1,027	+19%	+$99.6K	0.12%	151
2023 Q2	$523K	Hold	5,490	–	–	0.1%	178
2023 Q1	$493K	Hold	5,490	–	–	0.1%	180
2022 Q4	$470K	Hold	5,490	–	–	0.1%	185
2022 Q3	$428K	Hold	5,490	–	–	0.11%	183
2022 Q2	$469K	Hold	5,490	–	–	0.12%	180
2022 Q1	$536K	Hold	5,490	–	–	0.12%	182
2021 Q4	$539K	Hold	5,490	–	–	0.12%	185
2021 Q3	$513K	Hold	5,490	–	–	0.14%	166
2021 Q2	$524K	Hold	5,490	–	–	0.14%	161
2021 Q1	$493K	Hold	5,490	–	–	0.15%	152
2020 Q4	$440K	Hold	5,490	–	–	0.14%	165
2020 Q3	$372K	Sell	5,490 -200	-4%	-$13.9K	0.14%	167
2020 Q2	$377K	Buy	+5,690	New	+$363K	0.15%	166

Other funds holding SURE

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CIA

Caerus Investment Advisors West Lake Hills, Texas $240M AUM 27.37% 1-Year Est. Return

RJFSA

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

SWM

Silverlake Wealth Management Williston, Vermont $479M AUM 17.75% 1-Year Est. Return

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

PAG

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

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

9258 Wealth Management's SURE Position: Q3 2024 in Review

9258 Wealth Management reduced its AdvisorShares Insider Advantage ETF (SURE) stake by 28% in Q3 2024, selling an estimated $228K and leaving 5,020 shares worth $598K. The position accounts for 0.09% of the portfolio, ranked #179.

9258 Wealth Management first reported a position in SURE in Q2 2020 and has held it in 18 quarters since. The position peaked at $821K in Q1 2024. 21 funds tracked by Wall St. Rank hold SURE as of Q3 2024.

9258 Wealth Management held 5,020 shares of AdvisorShares Insider Advantage ETF worth $598K as of Q3 2024.
9258 Wealth Management sold 2,000 AdvisorShares Insider Advantage ETF shares in Q3 2024, an estimated $228K.
AdvisorShares Insider Advantage ETF made up 0.09% of 9258 Wealth Management's portfolio in Q3 2024, its #179 holding.
9258 Wealth Management first reported a position in AdvisorShares Insider Advantage ETF in Q2 2020 and has held it in 18 quarters since.
9258 Wealth Management's AdvisorShares Insider Advantage ETF position peaked at $821K in Q1 2024.
21 funds tracked by Wall St. Rank held AdvisorShares Insider Advantage ETF as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.