Miller Investment Management’s AdvisorShares Insider Advantage ETF SURE Stock Holding History

Miller Investment Management’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
2021 Q1	–	Sell	-3,702	Closed	-$297K	–	83
2020 Q4	$297K	Hold	3,702	–	–	0.06%	66
2020 Q3	$257K	Hold	3,702	–	–	0.06%	64
2020 Q2	$245K	Hold	3,702	–	–	0.07%	63
2020 Q1	$210K	Hold	3,702	–	–	0.07%	64
2019 Q4	$276K	Hold	3,702	–	–	0.06%	66
2019 Q3	$257K	Hold	3,702	–	–	0.06%	67
2019 Q2	$252K	Hold	3,702	–	–	0.06%	69
2019 Q1	$243K	Hold	3,702	–	–	0.06%	68
2018 Q4	$217K	Hold	3,702	–	–	0.06%	70
2018 Q3	$260K	Hold	3,702	–	–	0.08%	72
2018 Q2	$253K	Hold	3,702	–	–	0.08%	76
2018 Q1	$254K	Hold	3,702	–	–	0.08%	68
2017 Q4	$265K	Sell	3,702 -1,875	-34%	-$130K	0.08%	67
2017 Q3	$379K	Hold	5,577	–	–	0.12%	59
2017 Q2	$370K	Hold	5,577	–	–	0.13%	58
2017 Q1	$364K	Buy	5,577 +125	+2%	+$8.16K	0.13%	59
2016 Q4	$346K	Sell	5,452 -903	-14%	-$55.6K	0.11%	60
2016 Q3	$370K	Hold	6,355	–	–	0.13%	56
2016 Q2	$352K	Hold	6,355	–	–	0.14%	54
2016 Q1	$357K	Buy	6,355 +705	+12%	+$37K	0.16%	51
2015 Q4	$306K	Sell	5,650 -1,090	-16%	-$60.6K	0.12%	55
2015 Q3	$355K	Sell	6,740 -2,260	-25%	-$126K	0.14%	52
2015 Q2	$514K	Hold	9,000	–	–	0.19%	47
2015 Q1	$517K	Hold	9,000	–	–	0.19%	48
2014 Q4	$498K	Buy	9,000 +5,000	+125%	+$267K	0.19%	47
2014 Q3	$207K	Hold	4,000	–	–	0.1%	62
2014 Q2	$205K	Buy	+4,000	New	+$201K	0.09%	71

Other funds holding SURE

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

9WM

9258 Wealth Management Blue Ash, Ohio $677M AUM 39.46% 1-Year Est. Return

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return

Miller Investment Management's SURE Position: Q1 2021 in Review

Miller Investment Management sold out of AdvisorShares Insider Advantage ETF (SURE) in Q1 2021, closing a stake of 3,702 shares — an estimated $297K sold.

Miller Investment Management first reported a position in SURE in Q2 2014 and held it in 27 quarters. The position peaked at $517K in Q1 2015. 27 funds tracked by Wall St. Rank hold SURE as of Q1 2021.

Miller Investment Management reported no remaining AdvisorShares Insider Advantage ETF position as of Q1 2021 after selling out during the quarter.
Miller Investment Management sold 3,702 AdvisorShares Insider Advantage ETF shares in Q1 2021, an estimated $297K.
Miller Investment Management first reported a position in AdvisorShares Insider Advantage ETF in Q2 2014 and held it in 27 quarters.
Miller Investment Management's AdvisorShares Insider Advantage ETF position peaked at $517K in Q1 2015.
27 funds tracked by Wall St. Rank held AdvisorShares Insider Advantage ETF as of Q1 2021.

Based on Miller Investment Management's 13F filing for Q1 2021, filed 12 May 2021.