LPL Financial
SURE icon

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

LPL 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
2026
Q2 		$1.29M Buy
8,648
+326
+4% +$45.2K ﹤0.01% 4189
2026
Q1 		$1.06M Sell
8,322
-148
-2% -$19.4K ﹤0.01% 4128
2025
Q4 		$1.08M Buy
8,470
+40
+0.5% +$4.98K ﹤0.01% 3996
2025
Q3 		$1.04M Sell
8,430
-482
-5% -$58.3K ﹤0.01% 3965
2025
Q2 		$1.05M Sell
8,912
-291
-3% -$32.4K ﹤0.01% 3719
2025
Q1 		$1.03M Buy
9,203
+507
+6% +$59.1K ﹤0.01% 3537
2024
Q4 		$1.01M Buy
8,696
+33
+0.4% +$3.99K ﹤0.01% 3478
2024
Q3 		$1.03M Buy
8,663
+30
+0.3% +$3.43K ﹤0.01% 3372
2024
Q2 		$967K Sell
8,633
-613
-7% -$69.2K ﹤0.01% 3289
2024
Q1 		$1.08M Sell
9,246
-157
-2% -$17K ﹤0.01% 3104
2023
Q4 		$982K Sell
9,403
-471
-5% -$45.9K ﹤0.01% 3066
2023
Q3 		$936K Sell
9,874
-107
-1% -$10.4K ﹤0.01% 2953
2023
Q2 		$951K Sell
9,981
-2,083
-17% -$187K ﹤0.01% 2875
2023
Q1 		$1.08M Sell
12,064
-2,344
-16% -$213K ﹤0.01% 2688
2022
Q4 		$1.23M Sell
14,408
-343
-2% -$30.1K ﹤0.01% 2477
2022
Q3 		$1.15M Sell
14,751
-297
-2% -$25.9K ﹤0.01% 2427
2022
Q2 		$1.29M Sell
15,048
-138
-0.9% -$12.7K ﹤0.01% 2371
2022
Q1 		$1.48M Buy
15,186
+302
+2% +$29.4K ﹤0.01% 2280
2021
Q4 		$1.46M Sell
14,884
-296
-2% -$28.9K ﹤0.01% 2337
2021
Q3 		$1.42M Buy
15,180
+2,056
+16% +$196K ﹤0.01% 2322
2021
Q2 		$1.25M Buy
13,124
+3,266
+33% +$309K ﹤0.01% 2379
2021
Q1 		$885K Buy
9,858
+313
+3% +$26.7K ﹤0.01% 2503
2020
Q4 		$765K Buy
9,545
+177
+2% +$13.4K ﹤0.01% 2405
2020
Q3 		$651K Buy
9,368
+890
+10% +$61.8K ﹤0.01% 2259
2020
Q2 		$562K Sell
8,478
-1,903
-18% -$121K ﹤0.01% 2290
2020
Q1 		$588K Sell
10,381
-697
-6% -$48.2K ﹤0.01% 1998
2019
Q4 		$827K Sell
11,078
-159
-1% -$11.4K ﹤0.01% 1975
2019
Q3 		$780K Sell
11,237
-6,246
-36% -$432K ﹤0.01% 1910
2019
Q2 		$1.19M Sell
17,483
-650
-4% -$43.3K ﹤0.01% 1612
2019
Q1 		$1.19M Sell
18,133
-1,140
-6% -$72.7K ﹤0.01% 1544
2018
Q4 		$1.13M Sell
19,273
-3,004
-13% -$194K ﹤0.01% 1438
2018
Q3 		$1.56M Buy
22,277
+258
+1% +$18K ﹤0.01% 1344
2018
Q2 		$1.5M Sell
22,019
-1,339
-6% -$91.9K ﹤0.01% 1338
2018
Q1 		$1.6M Buy
23,358
+3,931
+20% +$281K ﹤0.01% 1267
2017
Q4 		$1.39M Buy
19,427
+1,731
+10% +$120K ﹤0.01% 1302
2017
Q3 		$1.2M Sell
17,696
-613
-3% -$40.6K ﹤0.01% 1310
2017
Q2 		$1.21M Sell
18,309
-3,640
-17% -$237K ﹤0.01% 1251
2017
Q1 		$1.42M Buy
21,949
+1,649
+8% +$108K 0.01% 1023
2016
Q4 		$1.3M Buy
20,300
+1,077
+6% +$66.3K 0.01% 1046
2016
Q3 		$1.12M Sell
19,223
-6,209
-24% -$359K 0.01% 1116
2016
Q2 		$1.4M Sell
25,432
-44,503
-64% -$2.47M 0.01% 955
2016
Q1 		$3.89M Sell
69,935
-173,470
-71% -$9.1M 0.01% 837
2015
Q4 		$13M Buy
243,405
+48,150
+25% +$2.68M 0.04% 370
2015
Q3 		$10.7M Sell
195,255
-26,722
-12% -$1.49M 0.06% 279
2015
Q2 		$12.7M Buy
221,977
+6,101
+3% +$354K 0.06% 266
2015
Q1 		$12.3M Buy
215,876
+8,121
+4% +$458K 0.06% 267
2014
Q4 		$11.5M Buy
207,755
+37,442
+22% +$2M 0.06% 267
2014
Q3 		$8.68M Buy
170,313
+9,515
+6% +$493K 0.05% 306
2014
Q2 		$8.24M Buy
160,798
+14,575
+10% +$732K 0.05% 320
2014
Q1 		$7.26M Sell
146,223
-9,827
-6% -$476K 0.04% 338
2013
Q4 		$7.57M Buy
156,050
+35,782
+30% +$1.65M 0.05% 329
2013
Q3 		$5.34M Buy
120,268
+47,829
+66% +$2.08M 0.04% 398
2013
Q2 		$2.98M Buy
+72,439
New +$2.92M 0.02% 551

Other funds holding SURE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial's SURE Position: Q2 2026 in Review

LPL Financial increased its AdvisorShares Insider Advantage ETF (SURE) stake by 3.9% in Q2 2026, buying an estimated $45.2K and bringing the position to 8,648 shares worth $1.29M. The position accounts for ﹤0.01% of the portfolio, ranked #4189.

LPL Financial first reported a position in SURE in Q2 2013 and has held it in 53 quarters since. The position peaked at $13M in Q4 2015. 13 funds tracked by Wall St. Rank hold SURE as of Q2 2026.

  • LPL Financial held 8,648 shares of AdvisorShares Insider Advantage ETF worth $1.29M as of Q2 2026.
  • LPL Financial bought 326 AdvisorShares Insider Advantage ETF shares in Q2 2026, an estimated $45.2K.
  • AdvisorShares Insider Advantage ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4189 holding.
  • LPL Financial first reported a position in AdvisorShares Insider Advantage ETF in Q2 2013 and has held it in 53 quarters since.
  • LPL Financial's AdvisorShares Insider Advantage ETF position peaked at $13M in Q4 2015.
  • 13 funds tracked by Wall St. Rank held AdvisorShares Insider Advantage ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.