Federation des caisses Desjardins du Quebec’s AdvisorShares Insider Advantage ETF SURE Stock Holding History

Federation des caisses Desjardins du Quebec’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 Q4	–	Sell	-155	Closed	-$14.5K	–	2595
2021 Q3	$14.5K	Hold	155	–	–	﹤0.01%	1946
2021 Q2	$14.8K	Hold	155	–	–	﹤0.01%	1956
2021 Q1	$13.9K	Hold	155	–	–	﹤0.01%	1914
2020 Q4	$12.4K	Hold	155	–	–	﹤0.01%	1863
2020 Q3	$10.7K	Hold	155	–	–	﹤0.01%	1665
2020 Q2	$10.3K	Hold	155	–	–	﹤0.01%	1631
2020 Q1	$8.77K	Hold	155	–	–	﹤0.01%	1700
2019 Q4	$11.6K	Hold	155	–	–	﹤0.01%	1865
2019 Q3	$10.8K	Hold	155	–	–	﹤0.01%	1800
2019 Q2	$10.6K	Hold	155	–	–	﹤0.01%	1844
2019 Q1	$10.2K	Hold	155	–	–	﹤0.01%	1665
2018 Q4	$9.07K	Hold	155	–	–	﹤0.01%	1643
2018 Q3	$10.9K	Hold	155	–	–	﹤0.01%	1709
2018 Q2	$10.5K	Hold	155	–	–	﹤0.01%	1733
2018 Q1	$10.6K	Hold	155	–	–	﹤0.01%	1713
2017 Q4	$11.1K	Hold	155	–	–	﹤0.01%	1690
2017 Q3	$10.5K	Hold	155	–	–	﹤0.01%	1662
2017 Q2	$10.3K	Hold	155	–	–	﹤0.01%	1732
2017 Q1	$10.1K	Buy	+155	New	+$10.1K	﹤0.01%	1429

Other funds holding SURE

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Federation des caisses Desjardins du Quebec's SURE Position: Q4 2021 in Review

Federation des caisses Desjardins du Quebec sold out of AdvisorShares Insider Advantage ETF (SURE) in Q4 2021, closing a stake of 155 shares — an estimated $14.5K sold.

Federation des caisses Desjardins du Quebec first reported a position in SURE in Q1 2017 and held it in 19 quarters. The position peaked at $14.8K in Q2 2021. 26 funds tracked by Wall St. Rank hold SURE as of Q4 2021.

Federation des caisses Desjardins du Quebec reported no remaining AdvisorShares Insider Advantage ETF position as of Q4 2021 after selling out during the quarter.
Federation des caisses Desjardins du Quebec sold 155 AdvisorShares Insider Advantage ETF shares in Q4 2021, an estimated $14.5K.
Federation des caisses Desjardins du Quebec first reported a position in AdvisorShares Insider Advantage ETF in Q1 2017 and held it in 19 quarters.
Federation des caisses Desjardins du Quebec's AdvisorShares Insider Advantage ETF position peaked at $14.8K in Q2 2021.
26 funds tracked by Wall St. Rank held AdvisorShares Insider Advantage ETF as of Q4 2021.

Based on Federation des caisses Desjardins du Quebec's 13F filing for Q4 2021, filed 30 Aug 2024.