Private Capital Group’s AdvisorShares Insider Advantage ETF SURE Stock Holding History

Private Capital Group’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
2022 Q2	–	Sell	-1,931	Closed	-$189K	–	2097
2022 Q1	$189K	Hold	1,931	–	–	0.04%	238
2021 Q4	$190K	Hold	1,931	–	–	0.04%	249
2021 Q3	$181K	Hold	1,931	–	–	0.04%	254
2021 Q2	$184K	Hold	1,931	–	–	0.04%	246
2021 Q1	$173K	Hold	1,931	–	–	0.04%	245
2020 Q4	$155K	Hold	1,931	–	–	0.03%	367
2020 Q3	$134K	Hold	1,931	–	–	0.03%	369
2020 Q2	$128K	Hold	1,931	–	–	0.03%	377
2020 Q1	$109K	Hold	1,931	–	–	0.03%	378
2019 Q4	$144K	Sell	1,931 -8,015	-81%	-$577K	0.03%	346
2019 Q3	$691K	Sell	9,946 -9,944	-50%	-$688K	0.12%	111
2019 Q2	$1.36M	Buy	19,890 +9,944	+100%	+$662K	0.31%	53
2019 Q1	$652K	Sell	9,946 -7,111	-42%	-$454K	0.12%	112
2018 Q4	$999K	Sell	17,057 -196	-1%	-$12.6K	0.22%	85
2018 Q3	$1.21M	Sell	17,253 -2,637	-13%	-$184K	0.24%	75
2018 Q2	$1.36M	Buy	19,890 +2,127	+12%	+$146K	0.29%	57
2018 Q1	$1.22M	Buy	17,763 +16,360	+1,166%	+$1.17M	0.27%	60
2017 Q4	$1.42K	Buy	+1,403	New	+$97K	0.34%	52

Other funds holding SURE

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

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

CIA

Caerus Investment Advisors West Lake Hills, Texas $240M AUM 27.37% 1-Year Est. Return

9WM

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

PAG

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

FAM

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

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

BAM

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

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Private Capital Group's SURE Position: Q2 2022 in Review

Private Capital Group sold out of AdvisorShares Insider Advantage ETF (SURE) in Q2 2022, closing a stake of 1,931 shares — an estimated $189K sold.

Private Capital Group first reported a position in SURE in Q4 2017 and held it in 18 quarters. The position peaked at $1.36M in Q2 2019. 21 funds tracked by Wall St. Rank hold SURE as of Q2 2022.

Private Capital Group reported no remaining AdvisorShares Insider Advantage ETF position as of Q2 2022 after selling out during the quarter.
Private Capital Group sold 1,931 AdvisorShares Insider Advantage ETF shares in Q2 2022, an estimated $189K.
Private Capital Group first reported a position in AdvisorShares Insider Advantage ETF in Q4 2017 and held it in 18 quarters.
Private Capital Group's AdvisorShares Insider Advantage ETF position peaked at $1.36M in Q2 2019.
21 funds tracked by Wall St. Rank held AdvisorShares Insider Advantage ETF as of Q2 2022.

Based on Private Capital Group's 13F filing for Q2 2022, filed 28 Jul 2022.