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Eaton Vance Management’s AdvisorShares Insider Advantage ETF SURE Stock Holding History

Eaton Vance 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
2022
Q1 		– Sell
-125
Closed -$12K – 2610
2021
Q4 		$12K Hold
125
– – ﹤0.01% 2507
2021
Q3 		$12K Hold
125
– – ﹤0.01% 1713
2021
Q2 		$12K Hold
125
– – ﹤0.01% 2519
2021
Q1 		$11K Buy
+125
New +$10.7K ﹤0.01% 2339

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
Caerus Investment Advisors West Lake Hills, Texas $240M AUM 27.37% 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
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
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Eaton Vance Management's SURE Position: Q1 2022 in Review

Eaton Vance Management sold out of AdvisorShares Insider Advantage ETF (SURE) in Q1 2022, closing a stake of 125 shares — an estimated $12K sold.

Eaton Vance Management first reported a position in SURE in Q1 2021 and held it in 4 quarters. The position peaked at $12K in Q4 2021. 22 funds tracked by Wall St. Rank hold SURE as of Q1 2022.

  • Eaton Vance Management reported no remaining AdvisorShares Insider Advantage ETF position as of Q1 2022 after selling out during the quarter.
  • Eaton Vance Management sold 125 AdvisorShares Insider Advantage ETF shares in Q1 2022, an estimated $12K.
  • Eaton Vance Management first reported a position in AdvisorShares Insider Advantage ETF in Q1 2021 and held it in 4 quarters.
  • Eaton Vance Management's AdvisorShares Insider Advantage ETF position peaked at $12K in Q4 2021.
  • 22 funds tracked by Wall St. Rank held AdvisorShares Insider Advantage ETF as of Q1 2022.

Based on Eaton Vance Management's 13F filing for Q1 2022, filed 16 May 2022.