HBW Advisory Services’s AdvisorShares Insider Advantage ETF SURE Stock Holding History

HBW Advisory Services’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
2021 Q1	–	Sell	-8,901	Closed	-$713K	–	265
2020 Q4	$713K	Buy	8,901 +422	+5%	+$32K	0.22%	105
2020 Q3	$589K	Buy	+8,479	New	+$589K	0.24%	101

Other funds holding SURE

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

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

RJFSA

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 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

9WM

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

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

BAM

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

HBW Advisory Services's SURE Position: Q1 2021 in Review

HBW Advisory Services sold out of AdvisorShares Insider Advantage ETF (SURE) in Q1 2021, closing a stake of 8,901 shares — an estimated $713K sold.

HBW Advisory Services first reported a position in SURE in Q3 2020 and held it in 2 quarters. The position peaked at $713K in Q4 2020. 27 funds tracked by Wall St. Rank hold SURE as of Q1 2021.

HBW Advisory Services reported no remaining AdvisorShares Insider Advantage ETF position as of Q1 2021 after selling out during the quarter.
HBW Advisory Services sold 8,901 AdvisorShares Insider Advantage ETF shares in Q1 2021, an estimated $713K.
HBW Advisory Services first reported a position in AdvisorShares Insider Advantage ETF in Q3 2020 and held it in 2 quarters.
HBW Advisory Services's AdvisorShares Insider Advantage ETF position peaked at $713K in Q4 2020.
27 funds tracked by Wall St. Rank held AdvisorShares Insider Advantage ETF as of Q1 2021.

Based on HBW Advisory Services's 13F filing for Q1 2021, filed 13 Apr 2021.