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

Harbour 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
2023 Q2	–	Sell	-50	Closed	-$4.49K	–	3118
2023 Q1	$4.49K	Hold	50	–	–	﹤0.01%	2311
2022 Q4	$4.28K	Hold	50	–	–	﹤0.01%	2268
2022 Q3	$4K	Hold	50	–	–	﹤0.01%	2265
2022 Q2	$4K	Buy	+50	New	+$4.59K	﹤0.01%	2265
2021 Q4	$10K	Hold	100	–	–	﹤0.01%	1943
2021 Q3	$9K	Sell	100 -50	-33%	-$4.76K	﹤0.01%	2739
2021 Q2	$14K	Sell	150 -20	-12%	-$1.9K	﹤0.01%	2556
2021 Q1	$15K	Buy	+170	New	+$14.5K	﹤0.01%	2382

Other funds holding SURE

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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 $21.3B AUM 22.13% 1-Year Est. Return

RJFSA

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

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

PCIA

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

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

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Harbour Investments's SURE Position: Q2 2023 in Review

Harbour Investments sold out of AdvisorShares Insider Advantage ETF (SURE) in Q2 2023, closing a stake of 50 shares — an estimated $4.49K sold.

Harbour Investments first reported a position in SURE in Q1 2021 and held it in 8 quarters. The position peaked at $15K in Q1 2021. 18 funds tracked by Wall St. Rank hold SURE as of Q2 2023.

Harbour Investments reported no remaining AdvisorShares Insider Advantage ETF position as of Q2 2023 after selling out during the quarter.
Harbour Investments sold 50 AdvisorShares Insider Advantage ETF shares in Q2 2023, an estimated $4.49K.
Harbour Investments first reported a position in AdvisorShares Insider Advantage ETF in Q1 2021 and held it in 8 quarters.
Harbour Investments's AdvisorShares Insider Advantage ETF position peaked at $15K in Q1 2021.
18 funds tracked by Wall St. Rank held AdvisorShares Insider Advantage ETF as of Q2 2023.

Based on Harbour Investments's 13F filing for Q2 2023, filed 15 Aug 2023.