Farther Finance Advisors’s AdvisorShares Insider Advantage ETF SURE Stock Holding History

Farther Finance 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 Q2	$310K	Hold	2,081	–	–	﹤0.01%	1921
2026 Q1	$265K	Hold	2,081	–	–	﹤0.01%	1818
2025 Q4	$265K	Buy	+2,081	New	+$259K	﹤0.01%	1729
2025 Q3	–	Sell	-265	Closed	-$31.1K	–	5073
2025 Q2	$31.1K	Hold	265	–	–	﹤0.01%	2392
2025 Q1	$29.7K	Hold	265	–	–	﹤0.01%	2164
2024 Q4	$30.8K	Hold	265	–	–	﹤0.01%	1890
2024 Q3	$31.5K	Buy	+265	New	+$30.3K	﹤0.01%	1877

Other funds holding SURE

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

SWM

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

WANY

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $6.54B AUM

Farther Finance Advisors's SURE Position: Q2 2026 in Review

Farther Finance Advisors held its AdvisorShares Insider Advantage ETF (SURE) position steady in Q2 2026 at 2,081 shares worth $310K. The position accounts for ﹤0.01% of the portfolio, ranked #1921.

Farther Finance Advisors first reported a position in SURE in Q3 2024 and has held it in 7 quarters since. 10 funds tracked by Wall St. Rank hold SURE as of Q2 2026.

Farther Finance Advisors held 2,081 shares of AdvisorShares Insider Advantage ETF worth $310K as of Q2 2026.
Farther Finance Advisors left its AdvisorShares Insider Advantage ETF share count unchanged in Q2 2026.
AdvisorShares Insider Advantage ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1921 holding.
Farther Finance Advisors first reported a position in AdvisorShares Insider Advantage ETF in Q3 2024 and has held it in 7 quarters since.
10 funds tracked by Wall St. Rank held AdvisorShares Insider Advantage ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.