Caerus Investment Advisors’s AdvisorShares Insider Advantage ETF SURE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $695K | Hold |
5,920
| – | – | 0.66% | 19 |
|
|
2025
Q1 | $660K | Hold |
5,920
| – | – | 0.64% | 19 |
|
|
2024
Q4 | $689K | Hold |
5,920
| – | – | 0.65% | 19 |
|
|
2024
Q3 | $705K | Hold |
5,920
| – | – | 0.67% | 20 |
|
|
2024
Q2 | $663K | Hold |
5,920
| – | – | 0.65% | 20 |
|
|
2024
Q1 | $692K | Hold |
5,920
| – | – | 0.67% | 19 |
|
|
2023
Q4 | $618K | Buy |
+5,920
| New | +$618K | 0.59% | 19 |
|
|
2022
Q4 | – | Sell |
-8,920
| Closed | -$696K | – | 59 |
|
|
2022
Q3 | $696K | Hold |
8,920
| – | – | 0.88% | 21 |
|
|
2022
Q2 | $763K | Hold |
8,920
| – | – | 0.92% | 21 |
|
|
2022
Q1 | $806K | Buy |
8,920
+1,020
| +13% | +$92.2K | 0.98% | 18 |
|
|
2021
Q4 | $776K | Buy |
+7,900
| New | +$776K | 0.84% | 19 |
|