Morgan Stanley
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Morgan Stanley’s AdvisorShares Insider Advantage ETF SURE Stock Holding History

Morgan Stanley’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 		$980K Buy
7,708
+350
+5% +$45.8K ﹤0.01% 5153
2025
Q4 		$938K Sell
7,358
-100
-1% -$12.5K ﹤0.01% 5219
2025
Q3 		$923K Buy
7,458
+800
+12% +$96.7K ﹤0.01% 5210
2025
Q2 		$782K Sell
6,658
-409
-6% -$45.6K ﹤0.01% 5231
2025
Q1 		$788K Sell
7,067
-46
-0.6% -$5.36K ﹤0.01% 5118
2024
Q4 		$828K Buy
7,113
+8
+0.1% +$968 ﹤0.01% 5182
2024
Q3 		$846K Sell
7,105
-20
-0.3% -$2.28K ﹤0.01% 5137
2024
Q2 		$798K Buy
7,125
+616
+9% +$69.5K ﹤0.01% 5089
2024
Q1 		$761K Sell
6,509
-6,509
-50% -$705K ﹤0.01% 5115
2023
Q4 		$1.36M Buy
13,018
+6,503
+100% +$634K ﹤0.01% 5157
2023
Q3 		$617K Sell
6,515
-418
-6% -$40.5K ﹤0.01% 5072
2023
Q2 		$661K Sell
6,933
-654
-9% -$58.6K ﹤0.01% 5075
2023
Q1 		$681K Sell
7,587
-250
-3% -$22.7K ﹤0.01% 5076
2022
Q4 		$671K Sell
7,837
-1,416
-15% -$124K ﹤0.01% 5080
2022
Q3 		$722K Sell
9,253
-400
-4% -$34.9K ﹤0.01% 5078
2022
Q2 		$825K Sell
9,653
-106
-1% -$9.74K ﹤0.01% 5142
2022
Q1 		$953K Hold
9,759
– – ﹤0.01% 5025
2021
Q4 		$958K Sell
9,759
-14
-0.1% -$1.36K ﹤0.01% 5102
2021
Q3 		$913K Sell
9,773
-7
-0.1% -$666 ﹤0.01% 5105
2021
Q2 		$933K Sell
9,780
-255
-3% -$24.2K ﹤0.01% 5117
2021
Q1 		$901K Sell
10,035
-2,090
-17% -$178K ﹤0.01% 4797
2020
Q4 		$972K Sell
12,125
-1,173
-9% -$88.9K ﹤0.01% 4688
2020
Q3 		$924K Sell
13,298
-660
-5% -$45.9K ﹤0.01% 4265
2020
Q2 		$926K Sell
13,958
-7,419
-35% -$473K ﹤0.01% 4239
2020
Q1 		$1.21M Sell
21,377
-573
-3% -$39.7K ﹤0.01% 3802
2019
Q4 		$1.64M Sell
21,950
-236
-1% -$17K ﹤0.01% 4190
2019
Q3 		$1.54M Sell
22,186
-874
-4% -$60.5K ﹤0.01% 4016
2019
Q2 		$1.57M Sell
23,060
-1,327
-5% -$88.4K ﹤0.01% 3961
2019
Q1 		$1.6M Sell
24,387
-2,672
-10% -$170K ﹤0.01% 3770
2018
Q4 		$1.58M Sell
27,059
-15,876
-37% -$1.02M ﹤0.01% 3959
2018
Q3 		$3.01M Sell
42,935
-3,466
-7% -$242K ﹤0.01% 3669
2018
Q2 		$3.17M Sell
46,401
-2,633
-5% -$181K ﹤0.01% 3645
2018
Q1 		$3.36M Sell
49,034
-2,076
-4% -$148K ﹤0.01% 3480
2017
Q4 		$3.65M Sell
51,110
-1,020
-2% -$70.5K ﹤0.01% 3443
2017
Q3 		$3.54M Sell
52,130
-3,748
-7% -$248K ﹤0.01% 3326
2017
Q2 		$3.71M Sell
55,878
-4,880
-8% -$317K ﹤0.01% 3198
2017
Q1 		$3.97M Sell
60,758
-1,190
-2% -$77.7K ﹤0.01% 3109
2016
Q4 		$3.94M Buy
61,948
+2,750
+5% +$169K ﹤0.01% 3247
2016
Q3 		$3.45M Sell
59,198
-2,528
-4% -$146K ﹤0.01% 3025
2016
Q2 		$3.42M Sell
61,726
-3,489
-5% -$194K ﹤0.01% 2951
2016
Q1 		$3.67M Sell
65,215
-53,284
-45% -$2.79M ﹤0.01% 2805
2015
Q4 		$6.41M Buy
118,499
+31,587
+36% +$1.76M ﹤0.01% 2412
2015
Q3 		$4.58M Sell
86,912
-32,523
-27% -$1.82M ﹤0.01% 2732
2015
Q2 		$6.82M Buy
119,435
+12,063
+11% +$699K ﹤0.01% 2507
2015
Q1 		$6.17M Buy
107,372
+43,746
+69% +$2.46M ﹤0.01% 2547
2014
Q4 		$3.52M Buy
63,626
+12,934
+26% +$692K ﹤0.01% 3053
2014
Q3 		$2.63M Buy
50,692
+8,845
+21% +$458K ﹤0.01% 3213
2014
Q2 		$2.15M Buy
41,847
+6,749
+19% +$339K ﹤0.01% 3432
2014
Q1 		$1.74M Buy
35,098
+9,297
+36% +$450K ﹤0.01% 3539
2013
Q4 		$1.25M Buy
+25,801
New +$1.19M ﹤0.01% 3747

Other funds holding SURE

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
BB
Busey Bank Urbana, Illinois $3.68B AUM 26.6% 1-Year Est. Return

Morgan Stanley's SURE Position: Q1 2026 in Review

Morgan Stanley increased its AdvisorShares Insider Advantage ETF (SURE) stake by 4.8% in Q1 2026, buying an estimated $45.8K and bringing the position to 7,708 shares worth $980K. The position accounts for ﹤0.01% of the portfolio, ranked #5153.

Morgan Stanley first reported a position in SURE in Q4 2013 and has held it in 50 quarters since. The position peaked at $6.82M in Q2 2015. 22 funds tracked by Wall St. Rank hold SURE as of Q1 2026.

  • Morgan Stanley held 7,708 shares of AdvisorShares Insider Advantage ETF worth $980K as of Q1 2026.
  • Morgan Stanley bought 350 AdvisorShares Insider Advantage ETF shares in Q1 2026, an estimated $45.8K.
  • AdvisorShares Insider Advantage ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #5153 holding.
  • Morgan Stanley first reported a position in AdvisorShares Insider Advantage ETF in Q4 2013 and has held it in 50 quarters since.
  • Morgan Stanley's AdvisorShares Insider Advantage ETF position peaked at $6.82M in Q2 2015.
  • 22 funds tracked by Wall St. Rank held AdvisorShares Insider Advantage ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.