BWA
SURE icon

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

BDO 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
2020
Q1 		– Sell
-1,815
Closed -$135K – 823
2019
Q4 		$135K Hold
1,815
– – 0.03% 223
2019
Q3 		$126K Sell
1,815
-795
-30% -$55K 0.03% 238
2019
Q2 		$178K Buy
+2,610
New +$174K 0.05% 205

Other funds holding SURE

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return

BDO Wealth Advisors's SURE Position: Q1 2020 in Review

BDO Wealth Advisors sold out of AdvisorShares Insider Advantage ETF (SURE) in Q1 2020, closing a stake of 1,815 shares — an estimated $135K sold.

BDO Wealth Advisors first reported a position in SURE in Q2 2019 and held it in 3 quarters. The position peaked at $178K in Q2 2019. 26 funds tracked by Wall St. Rank hold SURE as of Q1 2020.

  • BDO Wealth Advisors reported no remaining AdvisorShares Insider Advantage ETF position as of Q1 2020 after selling out during the quarter.
  • BDO Wealth Advisors sold 1,815 AdvisorShares Insider Advantage ETF shares in Q1 2020, an estimated $135K.
  • BDO Wealth Advisors first reported a position in AdvisorShares Insider Advantage ETF in Q2 2019 and held it in 3 quarters.
  • BDO Wealth Advisors's AdvisorShares Insider Advantage ETF position peaked at $178K in Q2 2019.
  • 26 funds tracked by Wall St. Rank held AdvisorShares Insider Advantage ETF as of Q1 2020.

Based on BDO Wealth Advisors's 13F filing for Q1 2020, filed 15 May 2020.