Osaic Holdings
SURE icon

Osaic Holdings’s AdvisorShares Insider Advantage ETF SURE Stock Holding History

Osaic Holdings’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 		$553K Sell
4,348
-147
-3% -$19.3K ﹤0.01% 3247
2025
Q4 		$573K Sell
4,495
-266
-6% -$33.1K ﹤0.01% 3225
2025
Q3 		$589K Hold
4,761
– – ﹤0.01% 3304
2025
Q2 		$560K Buy
4,761
+2,864
+151% +$319K ﹤0.01% 3031
2025
Q1 		$212K Sell
1,897
-5,234
-73% -$610K ﹤0.01% 3580
2024
Q4 		$830K Buy
7,131
+232
+3% +$28.1K ﹤0.01% 2352
2024
Q3 		$821K Sell
6,899
-865
-11% -$98.8K ﹤0.01% 2417
2024
Q2 		$870K Sell
7,764
-9,798
-56% -$1.11M ﹤0.01% 2308
2024
Q1 		$2.05M Buy
17,562
+490
+3% +$53.1K ﹤0.01% 1678
2023
Q4 		$1.78M Sell
17,072
-756
-4% -$73.7K ﹤0.01% 1958
2023
Q3 		$1.69M Sell
17,828
-748
-4% -$72.5K ﹤0.01% 2158
2023
Q2 		$1.77M Sell
18,576
-457
-2% -$41K ﹤0.01% 1982
2023
Q1 		$1.71M Buy
19,033
+50
+0.3% +$4.55K ﹤0.01% 1957
2022
Q4 		$1.63M Sell
18,983
-126
-0.7% -$11.1K ﹤0.01% 1924
2022
Q3 		$1.49M Sell
19,109
-95
-0.5% -$8.29K ﹤0.01% 1861
2022
Q2 		$1.64M Sell
19,204
-272
-1% -$25K ﹤0.01% 1817
2022
Q1 		$1.94M Buy
19,476
+1,073
+6% +$105K ﹤0.01% 1943
2021
Q4 		$1.81M Buy
18,403
+131
+0.7% +$12.8K ﹤0.01% 1868
2021
Q3 		$1.71M Buy
18,272
+501
+3% +$47.7K ﹤0.01% 1855
2021
Q2 		$1.7M Buy
17,771
+69
+0.4% +$6.54K ﹤0.01% 1866
2021
Q1 		$1.59M Buy
17,702
+7,097
+67% +$605K ﹤0.01% 1819
2020
Q4 		$850K Sell
10,605
-1,413
-12% -$107K ﹤0.01% 2184
2020
Q3 		$835K Sell
12,018
-4,517
-27% -$314K ﹤0.01% 1982
2020
Q2 		$1.1M Sell
16,535
-134,768
-89% -$8.6M ﹤0.01% 1691
2020
Q1 		$949K Buy
+151,303
New +$10.5M ﹤0.01% 1583

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 $1.66T AUM 25.57% 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
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

Osaic Holdings's SURE Position: Q1 2026 in Review

Osaic Holdings reduced its AdvisorShares Insider Advantage ETF (SURE) stake by 3.3% in Q1 2026, selling an estimated $19.3K and leaving 4,348 shares worth $553K. The position accounts for ﹤0.01% of the portfolio, ranked #3247.

Osaic Holdings first reported a position in SURE in Q1 2020 and has held it in 25 quarters since. The position peaked at $2.05M in Q1 2024. 22 funds tracked by Wall St. Rank hold SURE as of Q1 2026.

  • Osaic Holdings held 4,348 shares of AdvisorShares Insider Advantage ETF worth $553K as of Q1 2026.
  • Osaic Holdings sold 147 AdvisorShares Insider Advantage ETF shares in Q1 2026, an estimated $19.3K.
  • AdvisorShares Insider Advantage ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #3247 holding.
  • Osaic Holdings first reported a position in AdvisorShares Insider Advantage ETF in Q1 2020 and has held it in 25 quarters since.
  • Osaic Holdings's AdvisorShares Insider Advantage ETF position peaked at $2.05M in Q1 2024.
  • 22 funds tracked by Wall St. Rank held AdvisorShares Insider Advantage ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.