Flaharty Asset Management’s AdvisorShares Insider Advantage ETF SURE Stock Holding History

Flaharty Asset 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 Q4	–	Sell	-4,967	Closed	-$388K	–	126
2022 Q3	$388K	Hold	4,967	–	–	0.08%	71
2022 Q2	$425K	Hold	4,967	–	–	0.09%	71
2022 Q1	$485K	Sell	4,967 -418	-8%	-$40.8K	0.09%	67
2021 Q4	$529K	Hold	5,385	–	–	0.1%	65
2021 Q3	$503K	Hold	5,385	–	–	0.1%	65
2021 Q2	$514K	Hold	5,385	–	–	0.11%	71
2021 Q1	$484K	Sell	5,385 -361	-6%	-$30.8K	0.11%	70
2020 Q4	$460K	Buy	+5,746	New	+$435K	0.11%	67

Other funds holding SURE

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

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

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

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

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

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.69B AUM 19.05% 1-Year Est. Return