Arax Advisory Partners’s AdvisorShares Insider Advantage ETF SURE Stock Holding History

Arax Advisory Partners’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
2020 Q2	–	Sell	-158	Closed	-$9K	–	708
2020 Q1	$9K	Hold	158	–	–	﹤0.01%	532
2019 Q4	$12K	Buy	158 +1	+0.6%	+$72	﹤0.01%	451
2019 Q3	$11K	Hold	157	–	–	﹤0.01%	455
2019 Q2	$11K	Buy	+157	New	+$10.5K	﹤0.01%	462
2018 Q4	$9K	Buy	157 +2	+1%	+$129	﹤0.01%	446
2018 Q3	$11K	Buy	+155	New	+$10.8K	﹤0.01%	460

Other funds holding SURE

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

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

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

PAG

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

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

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

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

9WM

9258 Wealth Management Blue Ash, Ohio $677M AUM 39.46% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return

22CM

20/20 Capital Management Costa Mesa, California $386M AUM 30.28% 1-Year Est. Return

Arax Advisory Partners's SURE Position: Q2 2020 in Review

Arax Advisory Partners sold out of AdvisorShares Insider Advantage ETF (SURE) in Q2 2020, closing a stake of 158 shares — an estimated $9K sold.

Arax Advisory Partners first reported a position in SURE in Q3 2018 and held it in 6 quarters. The position peaked at $12K in Q4 2019. 23 funds tracked by Wall St. Rank hold SURE as of Q2 2020.

Arax Advisory Partners reported no remaining AdvisorShares Insider Advantage ETF position as of Q2 2020 after selling out during the quarter.
Arax Advisory Partners sold 158 AdvisorShares Insider Advantage ETF shares in Q2 2020, an estimated $9K.
Arax Advisory Partners first reported a position in AdvisorShares Insider Advantage ETF in Q3 2018 and held it in 6 quarters.
Arax Advisory Partners's AdvisorShares Insider Advantage ETF position peaked at $12K in Q4 2019.
23 funds tracked by Wall St. Rank held AdvisorShares Insider Advantage ETF as of Q2 2020.

Based on Arax Advisory Partners's 13F filing for Q2 2020, filed 6 Aug 2020.