Fidelity Investments
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Fidelity Investments’s AdvisorShares Insider Advantage ETF SURE Stock Holding History

Fidelity Investments’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
2025
Q1 		– Sell
-1
Closed -$116 – 5661
2024
Q4 		$116 Buy
+1
New +$121 ﹤0.01% 5091
2021
Q2 		– Sell
-1
Closed – – 4842
2021
Q1 		$0 Buy
+1
New +$85 ﹤0.01% 4512
2018
Q4 		– Sell
-1
Closed – – 4128
2018
Q3 		$0 Buy
+1
New +$70 ﹤0.01% 3792

Other funds holding SURE

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
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SWM
Silverlake Wealth Management Williston, Vermont $479M AUM 17.75% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Fidelity Investments's SURE Position: Q1 2025 in Review

Fidelity Investments sold out of AdvisorShares Insider Advantage ETF (SURE) in Q1 2025, closing a stake of 1 share — an estimated $116 sold.

Fidelity Investments first reported a position in SURE in Q3 2018 and held it in 3 quarters. The position peaked at $116 in Q4 2024. 24 funds tracked by Wall St. Rank hold SURE as of Q1 2025.

  • Fidelity Investments reported no remaining AdvisorShares Insider Advantage ETF position as of Q1 2025 after selling out during the quarter.
  • Fidelity Investments sold 1 AdvisorShares Insider Advantage ETF share in Q1 2025, an estimated $116.
  • Fidelity Investments first reported a position in AdvisorShares Insider Advantage ETF in Q3 2018 and held it in 3 quarters.
  • Fidelity Investments's AdvisorShares Insider Advantage ETF position peaked at $116 in Q4 2024.
  • 24 funds tracked by Wall St. Rank held AdvisorShares Insider Advantage ETF as of Q1 2025.

Based on Fidelity Investments's 13F filing for Q1 2025, filed 12 May 2025.