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 $85.1B AUM 27.35% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

9WM

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

PCIA

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

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

Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return

Flaharty Asset Management's SURE Position: Q4 2022 in Review

Flaharty Asset Management sold out of AdvisorShares Insider Advantage ETF (SURE) in Q4 2022, closing a stake of 4,967 shares — an estimated $388K sold.

Flaharty Asset Management first reported a position in SURE in Q4 2020 and held it in 8 quarters. The position peaked at $529K in Q4 2021. 20 funds tracked by Wall St. Rank hold SURE as of Q4 2022.

Flaharty Asset Management reported no remaining AdvisorShares Insider Advantage ETF position as of Q4 2022 after selling out during the quarter.
Flaharty Asset Management sold 4,967 AdvisorShares Insider Advantage ETF shares in Q4 2022, an estimated $388K.
Flaharty Asset Management first reported a position in AdvisorShares Insider Advantage ETF in Q4 2020 and held it in 8 quarters.
Flaharty Asset Management's AdvisorShares Insider Advantage ETF position peaked at $529K in Q4 2021.
20 funds tracked by Wall St. Rank held AdvisorShares Insider Advantage ETF as of Q4 2022.

Based on Flaharty Asset Management's 13F filing for Q4 2022, filed 14 Feb 2023.