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Provident Wealth Management’s AdvisorShares Insider Advantage ETF SURE Stock Holding History

Provident Wealth Management’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
2020
Q4 		– Sell
-118
Closed -$8K – 239
2020
Q3 		$8K Buy
+118
New +$8.2K 0.01% 164

Other funds holding SURE

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

Provident Wealth Management's SURE Position: Q4 2020 in Review

Provident Wealth Management sold out of AdvisorShares Insider Advantage ETF (SURE) in Q4 2020, closing a stake of 118 shares — an estimated $8K sold.

Provident Wealth Management first reported a position in SURE in Q3 2020 and held it in 1 quarter. The position peaked at $8K in Q3 2020. 27 funds tracked by Wall St. Rank hold SURE as of Q4 2020.

  • Provident Wealth Management reported no remaining AdvisorShares Insider Advantage ETF position as of Q4 2020 after selling out during the quarter.
  • Provident Wealth Management sold 118 AdvisorShares Insider Advantage ETF shares in Q4 2020, an estimated $8K.
  • Provident Wealth Management first reported a position in AdvisorShares Insider Advantage ETF in Q3 2020 and held it in 1 quarter.
  • Provident Wealth Management's AdvisorShares Insider Advantage ETF position peaked at $8K in Q3 2020.
  • 27 funds tracked by Wall St. Rank held AdvisorShares Insider Advantage ETF as of Q4 2020.

Based on Provident Wealth Management's 13F filing for Q4 2020, filed 20 Jan 2021.