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Global Retirement Partners’s AdvisorShares Insider Advantage ETF SURE Stock Holding History

Global Retirement Partners’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
2026
Q2 		$14.9K Buy
+100
New +$13.9K ﹤0.01% 3215
2025
Q4 		$12.7K Hold
100
– – ﹤0.01% 3062
2025
Q3 		$12.4K Hold
100
– – ﹤0.01% 2614
2025
Q2 		$11.7K Buy
+100
New +$11.1K ﹤0.01% 2534
2024
Q4 		$11.6K Hold
100
– – ﹤0.01% 2339
2024
Q3 		$11.9K Hold
100
– – ﹤0.01% 2217
2024
Q2 		$11.2K Hold
100
– – ﹤0.01% 2268
2024
Q1 		$11.7K Buy
+100
New +$10.8K ﹤0.01% 2057

Other funds holding SURE

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BB
Busey Bank Urbana, Illinois $4.12B AUM 32.66% 1-Year Est. Return
SWM
Silverlake Wealth Management Williston, Vermont $528M AUM 22.11% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

Global Retirement Partners's SURE Position: Q2 2026 in Review

Global Retirement Partners opened a new position in AdvisorShares Insider Advantage ETF (SURE) in Q2 2026: 100 shares worth $14.9K. The stake represents ﹤0.01% of the portfolio and ranks #3215 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in SURE as recently as Q4 2025.

Global Retirement Partners first reported a position in SURE in Q1 2024 and has held it in 8 quarters since. 14 funds tracked by Wall St. Rank hold SURE as of Q2 2026.

  • Global Retirement Partners held 100 shares of AdvisorShares Insider Advantage ETF worth $14.9K as of Q2 2026.
  • AdvisorShares Insider Advantage ETF was a new Global Retirement Partners position in Q2 2026.
  • AdvisorShares Insider Advantage ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3215 holding.
  • Global Retirement Partners first reported a position in AdvisorShares Insider Advantage ETF in Q1 2024 and has held it in 8 quarters since.
  • 14 funds tracked by Wall St. Rank held AdvisorShares Insider Advantage ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.