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

Amplius 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
2022
Q1 		– Sell
-100
Closed -$9K – 797
2021
Q4 		$9K Buy
+100
New +$9.75K ﹤0.01% 627

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
Caerus Investment Advisors West Lake Hills, Texas $240M AUM 27.37% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 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 $2.74B AUM 20.71% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Amplius Wealth Advisors's SURE Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of AdvisorShares Insider Advantage ETF (SURE) in Q1 2022, closing a stake of 100 shares — an estimated $9K sold.

Amplius Wealth Advisors first reported a position in SURE in Q4 2021 and held it in 1 quarter. The position peaked at $9K in Q4 2021. 22 funds tracked by Wall St. Rank hold SURE as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining AdvisorShares Insider Advantage ETF position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 100 AdvisorShares Insider Advantage ETF shares in Q1 2022, an estimated $9K.
  • Amplius Wealth Advisors first reported a position in AdvisorShares Insider Advantage ETF in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's AdvisorShares Insider Advantage ETF position peaked at $9K in Q4 2021.
  • 22 funds tracked by Wall St. Rank held AdvisorShares Insider Advantage ETF as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.