Principal Securities’s AdvisorShares Insider Advantage ETF SURE Stock Holding History

Principal Securities’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
2025 Q2	–	Sell	-281	Closed	-$32.7K	–	3875
2025 Q1	$32.7K	Hold	281	–	–	﹤0.01%	1954
2024 Q4	$32.7K	Buy	281 +2	+0.7%	+$242	﹤0.01%	1951
2024 Q3	$33.2K	Hold	279	–	–	﹤0.01%	1874
2024 Q2	$31.2K	Hold	279	–	–	﹤0.01%	1837
2024 Q1	$32.6K	Hold	279	–	–	﹤0.01%	1760
2023 Q4	$29.1K	Buy	+279	New	+$27.2K	﹤0.01%	1735

Other funds holding SURE

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

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

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

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

SWM

Silverlake Wealth Management Williston, Vermont $479M AUM 17.75% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Principal Securities's SURE Position: Q2 2025 in Review

Principal Securities sold out of AdvisorShares Insider Advantage ETF (SURE) in Q2 2025, closing a stake of 281 shares — an estimated $32.7K sold.

Principal Securities first reported a position in SURE in Q4 2023 and held it in 6 quarters. The position peaked at $33.2K in Q3 2024. 22 funds tracked by Wall St. Rank hold SURE as of Q2 2025.

Principal Securities reported no remaining AdvisorShares Insider Advantage ETF position as of Q2 2025 after selling out during the quarter.
Principal Securities sold 281 AdvisorShares Insider Advantage ETF shares in Q2 2025, an estimated $32.7K.
Principal Securities first reported a position in AdvisorShares Insider Advantage ETF in Q4 2023 and held it in 6 quarters.
Principal Securities's AdvisorShares Insider Advantage ETF position peaked at $33.2K in Q3 2024.
22 funds tracked by Wall St. Rank held AdvisorShares Insider Advantage ETF as of Q2 2025.

Based on Principal Securities's 13F filing for Q2 2025, filed 11 Aug 2025.