Advisor Group’s AdvisorShares Insider Advantage ETF SURE Stock Holding History

Advisor Group’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
2019 Q4	$64K	Hold	850	–	–	﹤0.01%	3255
2019 Q3	$59K	Hold	850	–	–	﹤0.01%	3264
2019 Q2	$58K	Hold	850	–	–	﹤0.01%	3257
2019 Q1	$56K	Buy	850 +200	+31%	+$12.8K	﹤0.01%	3301
2018 Q4	$38K	Sell	650 -150	-19%	-$9.68K	﹤0.01%	3389
2018 Q3	$57K	Hold	800	–	–	﹤0.01%	3181
2018 Q2	$54K	Hold	800	–	–	﹤0.01%	3044
2018 Q1	$55K	Hold	800	–	–	﹤0.01%	2991
2017 Q4	$57K	Sell	800 -272	-25%	-$18.8K	﹤0.01%	2986
2017 Q3	$72K	Sell	1,072 -1,300	-55%	-$86.1K	﹤0.01%	2673
2017 Q2	$157K	Sell	2,372 -248	-9%	-$16.1K	﹤0.01%	1958
2017 Q1	$171K	Buy	2,620 +242	+10%	+$15.8K	﹤0.01%	1786
2016 Q4	$151K	Sell	2,378 -148	-6%	-$9.11K	﹤0.01%	1769
2016 Q3	$147K	Buy	2,526 +376	+17%	+$21.7K	﹤0.01%	1744
2016 Q2	$119K	Buy	+2,150	New	+$119K	﹤0.01%	1804

Other funds holding SURE

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PAG

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Advisor Group's SURE Position: Q4 2019 in Review

Advisor Group held its AdvisorShares Insider Advantage ETF (SURE) position steady in Q4 2019 at 850 shares worth $64K. The position accounts for ﹤0.01% of the portfolio, ranked #3255.

Advisor Group first reported a position in SURE in Q2 2016 and has held it in 15 quarters since. The position peaked at $171K in Q1 2017. 29 funds tracked by Wall St. Rank hold SURE as of Q4 2019.

Advisor Group held 850 shares of AdvisorShares Insider Advantage ETF worth $64K as of Q4 2019.
Advisor Group left its AdvisorShares Insider Advantage ETF share count unchanged in Q4 2019.
AdvisorShares Insider Advantage ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3255 holding.
Advisor Group first reported a position in AdvisorShares Insider Advantage ETF in Q2 2016 and has held it in 15 quarters since.
Advisor Group's AdvisorShares Insider Advantage ETF position peaked at $171K in Q1 2017.
29 funds tracked by Wall St. Rank held AdvisorShares Insider Advantage ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.