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
Q2 		$493K Buy
3,373
+1,062
+46% +$147K ﹤0.01% 2224
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

IC
Inscription Capital Houston, Texas $1.13B AUM 34.16% 1-Year Est. Return
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 $17.2B AUM 24.89% 1-Year Est. Return
CIA
Caerus Investment Advisors West Lake Hills, Texas $300M AUM 45.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
BB
Busey Bank Urbana, Illinois $4.12B AUM 32.66% 1-Year Est. Return
SWM
Silverlake Wealth Management Williston, Vermont $528M AUM 22.11% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Jones Financial Companies's SURE Position: Q2 2026 in Review

Jones Financial Companies increased its AdvisorShares Insider Advantage ETF (SURE) stake by 46% in Q2 2026, buying an estimated $147K and bringing the position to 3,373 shares worth $493K. The position accounts for ﹤0.01% of the portfolio, ranked #2224.

Jones Financial Companies first reported a position in SURE in Q1 2025 and has held it in 6 quarters since. 21 funds tracked by Wall St. Rank hold SURE as of Q2 2026.

  • Jones Financial Companies held 3,373 shares of AdvisorShares Insider Advantage ETF worth $493K as of Q2 2026.
  • Jones Financial Companies bought 1,062 AdvisorShares Insider Advantage ETF shares in Q2 2026, an estimated $147K.
  • AdvisorShares Insider Advantage ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2224 holding.
  • Jones Financial Companies first reported a position in AdvisorShares Insider Advantage ETF in Q1 2025 and has held it in 6 quarters since.
  • 21 funds tracked by Wall St. Rank held AdvisorShares Insider Advantage ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.