Jones Financial Companies
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Jones Financial Companies’s AdvisorShares Insider Advantage ETF SURE Stock Holding History

Jones Financial Companies’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
Q1 		$290K Buy
2,311
+149
+7% +$19.5K ﹤0.01% 2256
2025
Q4 		$275K Buy
2,162
+719
+50% +$89.6K ﹤0.01% 1765
2025
Q3 		$180K Buy
1,443
+711
+97% +$85.9K ﹤0.01% 1826
2025
Q2 		$85.8K Buy
732
+66
+10% +$7.36K ﹤0.01% 1994
2025
Q1 		$73.7K Buy
+666
New +$77.6K ﹤0.01% 1907

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
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
CIA
Caerus Investment Advisors West Lake Hills, Texas $240M AUM 27.37% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SWM
Silverlake Wealth Management Williston, Vermont $528M AUM 22.11% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Jones Financial Companies's SURE Position: Q1 2026 in Review

Jones Financial Companies increased its AdvisorShares Insider Advantage ETF (SURE) stake by 6.9% in Q1 2026, buying an estimated $19.5K and bringing the position to 2,311 shares worth $290K. The position accounts for ﹤0.01% of the portfolio, ranked #2256.

Jones Financial Companies first reported a position in SURE in Q1 2025 and has held it in 5 quarters since. 22 funds tracked by Wall St. Rank hold SURE as of Q1 2026.

  • Jones Financial Companies held 2,311 shares of AdvisorShares Insider Advantage ETF worth $290K as of Q1 2026.
  • Jones Financial Companies bought 149 AdvisorShares Insider Advantage ETF shares in Q1 2026, an estimated $19.5K.
  • AdvisorShares Insider Advantage ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2256 holding.
  • Jones Financial Companies first reported a position in AdvisorShares Insider Advantage ETF in Q1 2025 and has held it in 5 quarters since.
  • 22 funds tracked by Wall St. Rank held AdvisorShares Insider Advantage ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.