Citigroup
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Citigroup’s AdvisorShares Insider Advantage ETF SURE Stock Holding History

Citigroup’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
2021
Q3 		– Sell
-500
Closed -$48K – 6281
2021
Q2 		$48K Hold
500
– – ﹤0.01% 4849
2021
Q1 		$45K Hold
500
– – ﹤0.01% 4758
2020
Q4 		$40K Hold
500
– – ﹤0.01% 6204
2020
Q3 		$35K Hold
500
– – ﹤0.01% 5828
2020
Q2 		$33K Sell
500
-633
-56% -$40.4K ﹤0.01% 6263
2020
Q1 		$64K Buy
1,133
+7
+0.6% +$485 ﹤0.01% 5742
2019
Q4 		$84K Hold
1,126
– – ﹤0.01% 5918
2019
Q3 		$78K Hold
1,126
– – ﹤0.01% 5844
2019
Q2 		$77K Hold
1,126
– – ﹤0.01% 6105
2019
Q1 		$74K Sell
1,126
-921
-45% -$58.7K ﹤0.01% 6017
2018
Q4 		$120K Hold
2,047
– – ﹤0.01% 5499
2018
Q3 		$144K Hold
2,047
– – ﹤0.01% 5552
2018
Q2 		$139K Hold
2,047
– – ﹤0.01% 5409
2018
Q1 		$140K Sell
2,047
-190
-8% -$13.6K ﹤0.01% 5303
2017
Q4 		$160K Sell
2,237
-913
-29% -$63.1K ﹤0.01% 5252
2017
Q3 		$214K Sell
3,150
-862
-21% -$57.1K ﹤0.01% 4942
2017
Q2 		$266K Sell
4,012
-206
-5% -$13.4K ﹤0.01% 4552
2017
Q1 		$276K Buy
4,218
+27
+0.6% +$1.76K ﹤0.01% 4383
2016
Q4 		$266K Hold
4,191
– – ﹤0.01% 5038
2016
Q3 		$244K Hold
4,191
– – ﹤0.01% 4510
2016
Q2 		$232K Sell
4,191
-138
-3% -$7.67K ﹤0.01% 4358
2016
Q1 		$243K Buy
4,329
+162
+4% +$8.5K ﹤0.01% 4900
2015
Q4 		$225K Sell
4,167
-193
-4% -$10.7K ﹤0.01% 4639
2015
Q3 		$229K Buy
4,360
+92
+2% +$5.15K ﹤0.01% 4392
2015
Q2 		$244K Hold
4,268
– – ﹤0.01% 4279
2015
Q1 		$245K Buy
4,268
+616
+17% +$34.7K ﹤0.01% 4339
2014
Q4 		$202K Buy
3,652
+400
+12% +$21.4K ﹤0.01% 4676
2014
Q3 		$168K Hold
3,252
– – ﹤0.01% 4359
2014
Q2 		$167K Buy
3,252
+200
+7% +$10K ﹤0.01% 4284
2014
Q1 		$151K Buy
3,052
+1,502
+97% +$72.8K ﹤0.01% 4616
2013
Q4 		$75K Buy
1,550
+1,100
+244% +$50.6K ﹤0.01% 5471
2013
Q3 		$20K Buy
+450
New +$19.6K ﹤0.01% 5915

Other funds holding SURE

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
9WM
9258 Wealth Management Blue Ash, Ohio $677M AUM 39.46% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Citigroup's SURE Position: Q3 2021 in Review

Citigroup sold out of AdvisorShares Insider Advantage ETF (SURE) in Q3 2021, closing a stake of 500 shares — an estimated $48K sold.

Citigroup first reported a position in SURE in Q3 2013 and held it in 32 quarters. The position peaked at $276K in Q1 2017. 22 funds tracked by Wall St. Rank hold SURE as of Q3 2021.

  • Citigroup reported no remaining AdvisorShares Insider Advantage ETF position as of Q3 2021 after selling out during the quarter.
  • Citigroup sold 500 AdvisorShares Insider Advantage ETF shares in Q3 2021, an estimated $48K.
  • Citigroup first reported a position in AdvisorShares Insider Advantage ETF in Q3 2013 and held it in 32 quarters.
  • Citigroup's AdvisorShares Insider Advantage ETF position peaked at $276K in Q1 2017.
  • 22 funds tracked by Wall St. Rank held AdvisorShares Insider Advantage ETF as of Q3 2021.

Based on Citigroup's 13F filing for Q3 2021, filed 10 Nov 2021.