Commonwealth Equity Services
SURE icon

Commonwealth Equity Services’s AdvisorShares Insider Advantage ETF SURE Stock Holding History

Commonwealth Equity Services’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
Q2 		$254K Hold
1,702
– – ﹤0.01% 3923
2026
Q1 		$216K Hold
1,702
– – ﹤0.01% 3935
2025
Q4 		$217K Buy
1,702
+5
+0.3% +$623 ﹤0.01% 3909
2025
Q3 		$210K Sell
1,697
-2,062
-55% -$249K ﹤0.01% 3918
2025
Q2 		$442K Sell
3,759
-17
-0.5% -$1.89K ﹤0.01% 3259
2025
Q1 		$421K Hold
3,776
– – ﹤0.01% 3184
2024
Q4 		$440K Buy
3,776
+19
+0.5% +$2.3K ﹤0.01% 3066
2024
Q3 		$447K Buy
3,757
+1
+0% +$114 ﹤0.01% 2985
2024
Q2 		$421K Sell
3,756
-121
-3% -$13.7K ﹤0.01% 2986
2024
Q1 		$453K Hold
3,877
– – ﹤0.01% 2900
2023
Q4 		$405K Buy
3,877
+18
+0.5% +$1.75K ﹤0.01% 2913
2023
Q3 		$366K Hold
3,859
– – ﹤0.01% 2857
2023
Q2 		$368K Hold
3,859
– – ﹤0.01% 2868
2023
Q1 		$346 Buy
3,859
+100
+3% +$9.1K ﹤0.01% 2838
2022
Q4 		$322K Sell
3,759
-122
-3% -$10.7K ﹤0.01% 2813
2022
Q3 		$302K Buy
3,881
+1,040
+37% +$90.8K ﹤0.01% 2823
2022
Q2 		$243K Hold
2,841
– – ﹤0.01% 3024
2022
Q1 		$277K Sell
2,841
-79
-3% -$7.7K ﹤0.01% 3038
2021
Q4 		$286K Sell
2,920
-7
-0.2% -$682 ﹤0.01% 3015
2021
Q3 		$273K Hold
2,927
– – ﹤0.01% 3012
2021
Q2 		$279K Sell
2,927
-4
-0.1% -$379 ﹤0.01% 2976
2021
Q1 		$263K Sell
2,931
-1,213
-29% -$103K ﹤0.01% 2892
2020
Q4 		$332K Buy
4,144
+5
+0.1% +$379 ﹤0.01% 2484
2020
Q3 		$287K Sell
4,139
-81
-2% -$5.63K ﹤0.01% 2394
2020
Q2 		$279K Sell
4,220
-1,103
-21% -$70.4K ﹤0.01% 2327
2020
Q1 		$301K Buy
5,323
+389
+8% +$26.9K ﹤0.01% 2060
2019
Q4 		$368K Buy
4,934
+1,330
+37% +$95.7K ﹤0.01% 2147
2019
Q3 		$250K Hold
3,604
– – ﹤0.01% 2390
2019
Q2 		$245K Sell
3,604
-767
-18% -$51.1K ﹤0.01% 2356
2019
Q1 		$286K Sell
4,371
-1,088
-20% -$69.4K ﹤0.01% 2192
2018
Q4 		$319K Sell
5,459
-3,835
-41% -$247K ﹤0.01% 1966
2018
Q3 		$652K Buy
9,294
+146
+2% +$10.2K ﹤0.01% 1608
2018
Q2 		$624K Buy
9,148
+1,450
+19% +$99.5K ﹤0.01% 1598
2018
Q1 		$527K Buy
7,698
+583
+8% +$41.7K ﹤0.01% 1679
2017
Q4 		$508K Buy
7,115
+733
+11% +$50.7K ﹤0.01% 1687
2017
Q3 		$433K Sell
6,382
-190
-3% -$12.6K ﹤0.01% 1710
2017
Q2 		$436K Hold
6,572
– – ﹤0.01% 1662
2017
Q1 		$430K Sell
6,572
-84
-1% -$5.49K ﹤0.01% 1606
2016
Q4 		$423K Buy
6,656
+125
+2% +$7.7K ﹤0.01% 1509
2016
Q3 		$381K Buy
6,531
+41
+0.6% +$2.37K ﹤0.01% 1548
2016
Q2 		$360K Sell
6,490
-27,869
-81% -$1.55M ﹤0.01% 1556
2016
Q1 		$1.93M Buy
+34,359
New +$1.8M 0.02% 652

Other funds holding SURE

IC
Inscription Capital Houston, Texas $1.13B AUM 34.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BB
Busey Bank Urbana, Illinois $4.12B AUM 32.66% 1-Year Est. Return
SWM
Silverlake Wealth Management Williston, Vermont $528M AUM 22.11% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

Commonwealth Equity Services's SURE Position: Q2 2026 in Review

Commonwealth Equity Services held its AdvisorShares Insider Advantage ETF (SURE) position steady in Q2 2026 at 1,702 shares worth $254K. The position accounts for ﹤0.01% of the portfolio, ranked #3923.

Commonwealth Equity Services first reported a position in SURE in Q1 2016 and has held it in 42 quarters since. The position peaked at $1.93M in Q1 2016. 15 funds tracked by Wall St. Rank hold SURE as of Q2 2026.

  • Commonwealth Equity Services held 1,702 shares of AdvisorShares Insider Advantage ETF worth $254K as of Q2 2026.
  • Commonwealth Equity Services left its AdvisorShares Insider Advantage ETF share count unchanged in Q2 2026.
  • AdvisorShares Insider Advantage ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #3923 holding.
  • Commonwealth Equity Services first reported a position in AdvisorShares Insider Advantage ETF in Q1 2016 and has held it in 42 quarters since.
  • Commonwealth Equity Services's AdvisorShares Insider Advantage ETF position peaked at $1.93M in Q1 2016.
  • 15 funds tracked by Wall St. Rank held AdvisorShares Insider Advantage ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.