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IFP Advisors’s AdvisorShares Insider Advantage ETF SURE Stock Holding History

IFP Advisors’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
Q1 		– Sell
-600
Closed -$41K – 4323
2022
Q4 		$41K Sell
600
-50
-8% -$4.39K ﹤0.01% 2377
2022
Q3 		$44K Hold
650
– – ﹤0.01% 2469
2022
Q2 		$44K Hold
650
– – ﹤0.01% 2256
2022
Q1 		$44K Buy
+650
New +$63.4K ﹤0.01% 2256
2019
Q4 		– Sell
-540
Closed -$38.9K – 3101
2019
Q3 		$37K Buy
+540
New +$37.4K ﹤0.01% 1499
2019
Q1 		$412K Sell
6,281
-250
-4% -$15.9K 0.06% 322
2018
Q4 		$382K Hold
6,531
– – 0.02% 634
2018
Q3 		$458K Hold
6,531
– – 0.02% 704
2018
Q2 		$446K Sell
6,531
-877
-12% -$60.2K 0.02% 704
2018
Q1 		$529K Hold
7,408
– – 0.02% 604
2017
Q4 		$529K Buy
7,408
+250
+3% +$17.3K 0.02% 606
2017
Q3 		$486K Buy
7,158
+300
+4% +$19.9K 0.02% 706
2017
Q2 		$455K Sell
6,858
-800
-10% -$52K 0.02% 716
2017
Q1 		$500K Buy
7,658
+5,458
+248% +$357K 0.02% 681
2016
Q4 		$140K Buy
2,200
+800
+57% +$49.3K 0.01% 1243
2016
Q3 		$82K Hold
1,400
– – ﹤0.01% 1498
2016
Q2 		$78K Sell
1,400
-4,881
-78% -$271K ﹤0.01% 1487
2016
Q1 		$412K Buy
6,281
+5,204
+483% +$273K 0.06% 322
2015
Q4 		$58K Buy
+1,077
New +$59.9K ﹤0.01% 1515

Other funds holding SURE

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
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
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

IFP Advisors's SURE Position: Q1 2023 in Review

IFP Advisors sold out of AdvisorShares Insider Advantage ETF (SURE) in Q1 2023, closing a stake of 600 shares — an estimated $41K sold.

IFP Advisors first reported a position in SURE in Q4 2015 and held it in 19 quarters. The position peaked at $529K in Q1 2018. 21 funds tracked by Wall St. Rank hold SURE as of Q1 2023.

  • IFP Advisors reported no remaining AdvisorShares Insider Advantage ETF position as of Q1 2023 after selling out during the quarter.
  • IFP Advisors sold 600 AdvisorShares Insider Advantage ETF shares in Q1 2023, an estimated $41K.
  • IFP Advisors first reported a position in AdvisorShares Insider Advantage ETF in Q4 2015 and held it in 19 quarters.
  • IFP Advisors's AdvisorShares Insider Advantage ETF position peaked at $529K in Q1 2018.
  • 21 funds tracked by Wall St. Rank held AdvisorShares Insider Advantage ETF as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.