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Raymond James Financial Services Advisors’s AdvisorShares Insider Advantage ETF SURE Stock Holding History

Raymond James Financial Services Advisors’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
2024
Q3 		$517K Hold
4,347
– – ﹤0.01% 2596
2024
Q2 		$487K Hold
4,347
– – ﹤0.01% 2555
2024
Q1 		$508K Buy
4,347
+400
+10% +$43.3K ﹤0.01% 2495
2023
Q4 		$412K Sell
3,947
-326
-8% -$31.8K ﹤0.01% 2534
2023
Q3 		$405K Sell
4,273
-423
-9% -$41K ﹤0.01% 2453
2023
Q2 		$448K Buy
4,696
+190
+4% +$17K ﹤0.01% 2408
2023
Q1 		$405K Sell
4,506
-66
-1% -$6.01K ﹤0.01% 2466
2022
Q4 		$392K Sell
4,572
-4
-0.1% -$351 ﹤0.01% 2405
2022
Q3 		$357K Buy
+4,576
New +$399K ﹤0.01% 2476
2022
Q2 		– Sell
-5,725
Closed -$559K – 3413
2022
Q1 		$559K Buy
5,725
+171
+3% +$16.7K ﹤0.01% 2318
2021
Q4 		$545K Sell
5,554
-572
-9% -$55.8K ﹤0.01% 2343
2021
Q3 		$573K Sell
6,126
-28
-0.5% -$2.66K ﹤0.01% 2284
2021
Q2 		$587K Sell
6,154
-2,525
-29% -$239K ﹤0.01% 2268
2021
Q1 		$779K Buy
8,679
+1,079
+14% +$91.9K ﹤0.01% 2017
2020
Q4 		$609K Sell
7,600
-2,256
-23% -$171K ﹤0.01% 2022
2020
Q3 		$685K Buy
+9,856
New +$685K ﹤0.01% 1784
2018
Q1 		– Sell
-4,874
Closed -$348K – 2716
2017
Q4 		$348K Sell
4,874
-9
-0.2% -$622 ﹤0.01% 1937
2017
Q3 		$331K Buy
4,883
+1,800
+58% +$119K ﹤0.01% 1969
2017
Q2 		$204K Buy
+3,083
New +$200K ﹤0.01% 2222

Other funds holding SURE

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
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
SWM
Silverlake Wealth Management Williston, Vermont $479M AUM 17.75% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Raymond James Financial Services Advisors's SURE Position: Q3 2024 in Review

Raymond James Financial Services Advisors held its AdvisorShares Insider Advantage ETF (SURE) position steady in Q3 2024 at 4,347 shares worth $517K. The position accounts for ﹤0.01% of the portfolio, ranked #2596.

Raymond James Financial Services Advisors first reported a position in SURE in Q2 2017 and has held it in 19 quarters since. The position peaked at $779K in Q1 2021. 21 funds tracked by Wall St. Rank hold SURE as of Q3 2024.

  • Raymond James Financial Services Advisors held 4,347 shares of AdvisorShares Insider Advantage ETF worth $517K as of Q3 2024.
  • Raymond James Financial Services Advisors left its AdvisorShares Insider Advantage ETF share count unchanged in Q3 2024.
  • AdvisorShares Insider Advantage ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2596 holding.
  • Raymond James Financial Services Advisors first reported a position in AdvisorShares Insider Advantage ETF in Q2 2017 and has held it in 19 quarters since.
  • Raymond James Financial Services Advisors's AdvisorShares Insider Advantage ETF position peaked at $779K in Q1 2021.
  • 21 funds tracked by Wall St. Rank held AdvisorShares Insider Advantage ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.