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Acorn Wealth Advisors’s AdvisorShares Insider Advantage ETF SURE Stock Holding History

Acorn Wealth Advisors’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
2018
Q3 		– Sell
-3,281
Closed -$222K – 398
2018
Q2 		$222K Hold
3,281
– – 0.19% 101
2018
Q1 		$224K Buy
3,281
+750
+30% +$53.6K 0.19% 103
2017
Q4 		$181K Buy
+2,531
New +$175K 0.17% 109

Other funds holding SURE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCG
Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PAS
Partnervest Advisory Services Santa Barbara, California $315M AUM 21.3% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Acorn Wealth Advisors's SURE Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of AdvisorShares Insider Advantage ETF (SURE) in Q3 2018, closing a stake of 3,281 shares — an estimated $222K sold.

Acorn Wealth Advisors first reported a position in SURE in Q4 2017 and held it in 3 quarters. The position peaked at $224K in Q1 2018. 32 funds tracked by Wall St. Rank hold SURE as of Q3 2018.

  • Acorn Wealth Advisors reported no remaining AdvisorShares Insider Advantage ETF position as of Q3 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 3,281 AdvisorShares Insider Advantage ETF shares in Q3 2018, an estimated $222K.
  • Acorn Wealth Advisors first reported a position in AdvisorShares Insider Advantage ETF in Q4 2017 and held it in 3 quarters.
  • Acorn Wealth Advisors's AdvisorShares Insider Advantage ETF position peaked at $224K in Q1 2018.
  • 32 funds tracked by Wall St. Rank held AdvisorShares Insider Advantage ETF as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.