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Intrua Financial’s AdvisorShares Insider Advantage ETF SURE Stock Holding History

Intrua Financial’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
2024
Q1 		– Sell
-2,966
Closed -$310K – 448
2023
Q4 		$310K Hold
2,966
– – 0.05% 310
2023
Q3 		$281K Hold
2,966
– – 0.05% 279
2023
Q2 		$283K Buy
+2,966
New +$266K 0.05% 286

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
9WM
9258 Wealth Management Blue Ash, Ohio $677M AUM 39.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
Caerus Investment Advisors West Lake Hills, Texas $240M AUM 27.37% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
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
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Intrua Financial's SURE Position: Q1 2024 in Review

Intrua Financial sold out of AdvisorShares Insider Advantage ETF (SURE) in Q1 2024, closing a stake of 2,966 shares — an estimated $310K sold.

Intrua Financial first reported a position in SURE in Q2 2023 and held it in 3 quarters. The position peaked at $310K in Q4 2023. 21 funds tracked by Wall St. Rank hold SURE as of Q1 2024.

  • Intrua Financial reported no remaining AdvisorShares Insider Advantage ETF position as of Q1 2024 after selling out during the quarter.
  • Intrua Financial sold 2,966 AdvisorShares Insider Advantage ETF shares in Q1 2024, an estimated $310K.
  • Intrua Financial first reported a position in AdvisorShares Insider Advantage ETF in Q2 2023 and held it in 3 quarters.
  • Intrua Financial's AdvisorShares Insider Advantage ETF position peaked at $310K in Q4 2023.
  • 21 funds tracked by Wall St. Rank held AdvisorShares Insider Advantage ETF as of Q1 2024.

Based on Intrua Financial's 13F filing for Q1 2024, filed 28 May 2025.