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
Q2 		$670K Buy
4,495
+147
+3% +$20.4K ﹤0.01% 3398
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

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

Osaic Holdings's SURE Position: Q2 2026 in Review

Osaic Holdings increased its AdvisorShares Insider Advantage ETF (SURE) stake by 3.4% in Q2 2026, buying an estimated $20.4K and bringing the position to 4,495 shares worth $670K. The position accounts for ﹤0.01% of the portfolio, ranked #3398.

Osaic Holdings first reported a position in SURE in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.05M in Q1 2024. 21 funds tracked by Wall St. Rank hold SURE as of Q2 2026.

  • Osaic Holdings held 4,495 shares of AdvisorShares Insider Advantage ETF worth $670K as of Q2 2026.
  • Osaic Holdings bought 147 AdvisorShares Insider Advantage ETF shares in Q2 2026, an estimated $20.4K.
  • AdvisorShares Insider Advantage ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #3398 holding.
  • Osaic Holdings first reported a position in AdvisorShares Insider Advantage ETF in Q1 2020 and has held it in 26 quarters since.
  • Osaic Holdings's AdvisorShares Insider Advantage ETF position peaked at $2.05M in Q1 2024.
  • 21 funds tracked by Wall St. Rank held AdvisorShares Insider Advantage ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.