Asset Dedication LLC’s AdvisorShares Insider Advantage ETF SURE Stock Holding History

Asset Dedication LLC’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
2025 Q1	–	Sell	-13	Closed	-$1.51K	–	1169
2024 Q4	$1.51K	Buy	+13	New	+$1.57K	﹤0.01%	992
2023 Q1	–	Sell	-212	Closed	-$18K	–	1070
2022 Q4	$18K	Hold	212	–	–	﹤0.01%	569
2022 Q3	$17K	Hold	212	–	–	﹤0.01%	548
2022 Q2	$18K	Hold	212	–	–	﹤0.01%	296
2022 Q1	$21K	Sell	212 -42	-17%	-$4.09K	﹤0.01%	550
2021 Q4	$25K	Hold	254	–	–	﹤0.01%	515
2021 Q3	$24K	Hold	254	–	–	﹤0.01%	525
2021 Q2	$24K	Hold	254	–	–	﹤0.01%	500
2021 Q1	$23K	Hold	254	–	–	0.01%	422
2020 Q4	$20K	Hold	254	–	–	﹤0.01%	468
2020 Q3	$18K	Hold	254	–	–	﹤0.01%	461
2020 Q2	$17K	Hold	254	–	–	﹤0.01%	412
2020 Q1	$14K	Buy	+254	New	+$17.6K	﹤0.01%	433
2016 Q1	–	Sell	-270	Closed	-$15K	–	619
2015 Q4	$15K	Buy	+270	New	+$15K	0.01%	350

Other funds holding SURE

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIA

Caerus Investment Advisors West Lake Hills, Texas $240M AUM 27.37% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SWM

Silverlake Wealth Management Williston, Vermont $528M AUM 22.11% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Asset Dedication LLC's SURE Position: Q1 2025 in Review

Asset Dedication LLC sold out of AdvisorShares Insider Advantage ETF (SURE) in Q1 2025, closing a stake of 13 shares — an estimated $1.51K sold.

Asset Dedication LLC first reported a position in SURE in Q4 2015 and held it in 14 quarters. The position peaked at $25K in Q4 2021. 24 funds tracked by Wall St. Rank hold SURE as of Q1 2025.

Asset Dedication LLC reported no remaining AdvisorShares Insider Advantage ETF position as of Q1 2025 after selling out during the quarter.
Asset Dedication LLC sold 13 AdvisorShares Insider Advantage ETF shares in Q1 2025, an estimated $1.51K.
Asset Dedication LLC first reported a position in AdvisorShares Insider Advantage ETF in Q4 2015 and held it in 14 quarters.
Asset Dedication LLC's AdvisorShares Insider Advantage ETF position peaked at $25K in Q4 2021.
24 funds tracked by Wall St. Rank held AdvisorShares Insider Advantage ETF as of Q1 2025.

Based on Asset Dedication LLC's 13F filing for Q1 2025, filed 1 May 2025.