Flagship Harbor Advisors’s AdvisorShares Insider Advantage ETF SURE Stock Holding History

Flagship Harbor 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
2020 Q2	–	Sell	-167	Closed	-$9K	–	2149
2020 Q1	$9K	Sell	167 -2,133	-93%	-$148K	﹤0.01%	1276
2019 Q4	$172K	Hold	2,300	–	–	0.03%	469
2019 Q3	$159K	Hold	2,300	–	–	0.03%	461
2019 Q2	$156K	Hold	2,300	–	–	0.03%	457
2019 Q1	$150K	Hold	2,300	–	–	0.03%	477
2018 Q4	$134K	Hold	2,300	–	–	0.03%	456
2018 Q3	$161K	Hold	2,300	–	–	0.03%	470
2018 Q2	$157K	Buy	+2,300	New	+$158K	0.03%	462

Other funds holding SURE

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

9WM

9258 Wealth Management Blue Ash, Ohio $677M AUM 39.46% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return

22CM

20/20 Capital Management Costa Mesa, California $386M AUM 30.28% 1-Year Est. Return

Flagship Harbor Advisors's SURE Position: Q2 2020 in Review

Flagship Harbor Advisors sold out of AdvisorShares Insider Advantage ETF (SURE) in Q2 2020, closing a stake of 167 shares — an estimated $9K sold.

Flagship Harbor Advisors first reported a position in SURE in Q2 2018 and held it in 8 quarters. The position peaked at $172K in Q4 2019. 23 funds tracked by Wall St. Rank hold SURE as of Q2 2020.

Flagship Harbor Advisors reported no remaining AdvisorShares Insider Advantage ETF position as of Q2 2020 after selling out during the quarter.
Flagship Harbor Advisors sold 167 AdvisorShares Insider Advantage ETF shares in Q2 2020, an estimated $9K.
Flagship Harbor Advisors first reported a position in AdvisorShares Insider Advantage ETF in Q2 2018 and held it in 8 quarters.
Flagship Harbor Advisors's AdvisorShares Insider Advantage ETF position peaked at $172K in Q4 2019.
23 funds tracked by Wall St. Rank held AdvisorShares Insider Advantage ETF as of Q2 2020.

Based on Flagship Harbor Advisors's 13F filing for Q2 2020, filed 31 Jul 2020.