Belpointe Asset Management’s AdvisorShares Insider Advantage ETF SURE Stock Holding History

Belpointe Asset Management’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
2023 Q2	–	Sell	-4,403	Closed	-$395K	–	3045
2023 Q1	$395K	Sell	4,403 -46	-1%	-$4.19K	0.02%	642
2022 Q4	$381K	Hold	4,449	–	–	0.02%	649
2022 Q3	$347K	Buy	4,449 +51	+1%	+$4.45K	0.02%	643
2022 Q2	$376K	Sell	4,398 -118	-3%	-$10.8K	0.03%	601
2022 Q1	$441K	Buy	4,516 +15	+0.3%	+$1.46K	0.03%	583
2021 Q4	$442K	Sell	4,501 -41	-0.9%	-$4K	0.03%	559
2021 Q3	$425K	Buy	4,542 +157	+4%	+$14.9K	0.03%	559
2021 Q2	$418K	Hold	4,385	–	–	0.03%	554
2021 Q1	$394K	Sell	4,385 -79	-2%	-$6.73K	0.03%	506
2020 Q4	$358K	Hold	4,464	–	–	0.03%	498
2020 Q3	$310K	Buy	4,464 +72	+2%	+$5K	0.03%	426
2020 Q2	$291K	Hold	4,392	–	–	0.04%	416
2020 Q1	$249K	Buy	+4,392	New	+$304K	0.04%	389

Other funds holding SURE

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

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

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

9WM

9258 Wealth Management Blue Ash, Ohio $677M AUM 39.46% 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

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

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Belpointe Asset Management's SURE Position: Q2 2023 in Review

Belpointe Asset Management sold out of AdvisorShares Insider Advantage ETF (SURE) in Q2 2023, closing a stake of 4,403 shares — an estimated $395K sold.

Belpointe Asset Management first reported a position in SURE in Q1 2020 and held it in 13 quarters. The position peaked at $442K in Q4 2021. 18 funds tracked by Wall St. Rank hold SURE as of Q2 2023.

Belpointe Asset Management reported no remaining AdvisorShares Insider Advantage ETF position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 4,403 AdvisorShares Insider Advantage ETF shares in Q2 2023, an estimated $395K.
Belpointe Asset Management first reported a position in AdvisorShares Insider Advantage ETF in Q1 2020 and held it in 13 quarters.
Belpointe Asset Management's AdvisorShares Insider Advantage ETF position peaked at $442K in Q4 2021.
18 funds tracked by Wall St. Rank held AdvisorShares Insider Advantage ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.