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SURE icon

Ancora Advisors’s AdvisorShares Insider Advantage ETF SURE Stock Holding History

Ancora 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
2026
Q1 		$357K Hold
2,810
– – 0.01% 591
2025
Q4 		$358K Hold
2,810
– – 0.01% 610
2025
Q3 		$348K Hold
2,810
– – 0.01% 613
2025
Q2 		$330K Hold
2,810
– – 0.01% 619
2025
Q1 		$313K Hold
2,810
– – 0.01% 627
2024
Q4 		$327K Hold
2,810
– – 0.01% 602
2024
Q3 		$335K Hold
2,810
– – 0.01% 589
2024
Q2 		$315K Hold
2,810
– – 0.01% 583
2024
Q1 		$329K Sell
2,810
-225
-7% -$24.4K 0.01% 574
2023
Q4 		$317K Hold
3,035
– – 0.01% 581
2023
Q3 		$288K Hold
3,035
– – 0.01% 586
2023
Q2 		$289K Hold
3,035
– – 0.01% 574
2023
Q1 		$273K Hold
3,035
– – 0.01% 592
2022
Q4 		$260K Hold
3,035
– – 0.01% 621
2022
Q3 		$237K Hold
3,035
– – 0.01% 691
2022
Q2 		$260K Sell
3,035
-786
-21% -$72.2K 0.01% 688
2022
Q1 		$373K Hold
3,821
– – 0.01% 624
2021
Q4 		$375K Hold
3,821
– – 0.01% 623
2021
Q3 		$357K Hold
3,821
– – 0.01% 629
2021
Q2 		$365K Hold
3,821
– – 0.01% 617
2021
Q1 		$343K Hold
3,821
– – 0.01% 608
2020
Q4 		$306K Hold
3,821
– – 0.01% 557
2020
Q3 		$266K Hold
3,821
– – 0.01% 561
2020
Q2 		$253K Sell
3,821
-750
-16% -$47.8K 0.01% 556
2020
Q1 		$259K Hold
4,571
– – 0.01% 589
2019
Q4 		$341K Hold
4,571
– – 0.01% 553
2019
Q3 		$317K Sell
4,571
-47
-1% -$3.25K 0.01% 531
2019
Q2 		$314K Sell
4,618
-1,559
-25% -$104K 0.01% 492
2019
Q1 		$405K Sell
6,177
-1,950
-24% -$124K 0.02% 458
2018
Q4 		$476K Buy
+8,127
New +$524K 0.02% 418
2018
Q3 		– Sell
-11,165
Closed -$762K – 1352
2018
Q2 		$762K Sell
11,165
-600
-5% -$41.2K 0.03% 389
2018
Q1 		$805K Sell
11,765
-1,500
-11% -$107K 0.04% 373
2017
Q4 		$948K Sell
13,265
-304
-2% -$21K 0.05% 313
2017
Q3 		$921K Sell
13,569
-2,360
-15% -$156K 0.05% 339
2017
Q2 		$1.06M Sell
15,929
-1,575
-9% -$102K 0.07% 300
2017
Q1 		$1.14M Hold
17,504
– – 0.08% 265
2016
Q4 		$1.11M Sell
17,504
-1,734
-9% -$107K 0.08% 272
2016
Q3 		$1.12M Sell
19,238
-150
-0.8% -$8.66K 0.11% 209
2016
Q2 		$1.07M Sell
19,388
-1,781
-8% -$98.9K 0.13% 202
2016
Q1 		$1.19M Buy
21,169
+750
+4% +$39.3K 0.15% 180
2015
Q4 		$1.1M Sell
20,419
-248
-1% -$13.8K 0.14% 179
2015
Q3 		$1.09M Sell
20,667
-100
-0.5% -$5.59K 0.14% 186
2015
Q2 		$1.19M Buy
+20,767
New +$1.2M 0.14% 192
2015
Q1 		– Sell
-15,867
Closed -$894K – 221
2014
Q4 		$879K Buy
15,867
+100
+0.6% +$5.35K 0.11% 226
2014
Q3 		$816K Buy
15,767
+183
+1% +$9.48K 0.1% 230
2014
Q2 		$799K Buy
15,584
+250
+2% +$12.6K 0.1% 230
2014
Q1 		$761K Buy
15,334
+2,699
+21% +$131K 0.11% 224
2013
Q4 		$613K Buy
12,635
+5,671
+81% +$261K 0.09% 239
2013
Q3 		$305K Buy
+6,964
New +$303K 0.05% 306

Other funds holding SURE

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
CIA
Caerus Investment Advisors West Lake Hills, Texas $240M AUM 27.37% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SWM
Silverlake Wealth Management Williston, Vermont $528M AUM 22.11% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Ancora Advisors's SURE Position: Q1 2026 in Review

Ancora Advisors held its AdvisorShares Insider Advantage ETF (SURE) position steady in Q1 2026 at 2,810 shares worth $357K. The position accounts for 0.01% of the portfolio, ranked #591.

Ancora Advisors first reported a position in SURE in Q3 2013 and has held it in 49 quarters since. The position peaked at $1.19M in Q1 2016. 22 funds tracked by Wall St. Rank hold SURE as of Q1 2026.

  • Ancora Advisors held 2,810 shares of AdvisorShares Insider Advantage ETF worth $357K as of Q1 2026.
  • Ancora Advisors left its AdvisorShares Insider Advantage ETF share count unchanged in Q1 2026.
  • AdvisorShares Insider Advantage ETF made up 0.01% of Ancora Advisors's portfolio in Q1 2026, its #591 holding.
  • Ancora Advisors first reported a position in AdvisorShares Insider Advantage ETF in Q3 2013 and has held it in 49 quarters since.
  • Ancora Advisors's AdvisorShares Insider Advantage ETF position peaked at $1.19M in Q1 2016.
  • 22 funds tracked by Wall St. Rank held AdvisorShares Insider Advantage ETF as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.