Caerus Investment Advisors’s AdvisorShares Insider Advantage ETF SURE Stock Holding History

Caerus Investment 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
2026 Q1	$753K	Hold	5,920	–	–	0.31%	56
2025 Q4	$754K	Hold	5,920	–	–	0.24%	82
2025 Q3	$733K	Hold	5,920	–	–	0.3%	65
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	+$577K	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%	+$99.5K	0.98%	18
2021 Q4	$776K	Buy	+7,900	New	+$770K	0.84%	21

Other funds holding SURE

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

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

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

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

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

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

SWM

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

PAG

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

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Busey Bank Urbana, Illinois $3.68B AUM 26.6% 1-Year Est. Return

Caerus Investment Advisors's SURE Position: Q1 2026 in Review

Caerus Investment Advisors held its AdvisorShares Insider Advantage ETF (SURE) position steady in Q1 2026 at 5,920 shares worth $753K. The position accounts for 0.31% of the portfolio, ranked #56.

Caerus Investment Advisors first reported a position in SURE in Q4 2021 and has held it in 14 quarters since. The position peaked at $806K in Q1 2022. 22 funds tracked by Wall St. Rank hold SURE as of Q1 2026.

Caerus Investment Advisors held 5,920 shares of AdvisorShares Insider Advantage ETF worth $753K as of Q1 2026.
Caerus Investment Advisors left its AdvisorShares Insider Advantage ETF share count unchanged in Q1 2026.
AdvisorShares Insider Advantage ETF made up 0.31% of Caerus Investment Advisors's portfolio in Q1 2026, its #56 holding.
Caerus Investment Advisors first reported a position in AdvisorShares Insider Advantage ETF in Q4 2021 and has held it in 14 quarters since.
Caerus Investment Advisors's AdvisorShares Insider Advantage ETF position peaked at $806K in Q1 2022.
22 funds tracked by Wall St. Rank held AdvisorShares Insider Advantage ETF as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.