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

Raymond James Financial’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	$251K	Sell	1,688 -393	-19%	-$54.4K	﹤0.01%	4925
2026 Q1	$265K	Sell	2,081 -167	-7%	-$21.9K	﹤0.01%	4725
2025 Q4	$286K	Sell	2,248 -1,267	-36%	-$158K	﹤0.01%	4608
2025 Q3	$435K	Sell	3,515 -3	-0.1%	-$363	﹤0.01%	4200
2025 Q2	$413K	Sell	3,518 -525	-13%	-$58.5K	﹤0.01%	4116
2025 Q1	$451K	Sell	4,043 -518	-11%	-$60.4K	﹤0.01%	3994
2024 Q4	$531K	Buy	+4,561	New	+$552K	﹤0.01%	3869

Other funds holding SURE

Inscription Capital Houston, Texas $1.13B AUM 34.16% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return

Raymond James Financial's SURE Position: Q2 2026 in Review

Raymond James Financial reduced its AdvisorShares Insider Advantage ETF (SURE) stake by 19% in Q2 2026, selling an estimated $54.4K and leaving 1,688 shares worth $251K. The position accounts for ﹤0.01% of the portfolio, ranked #4925.

Raymond James Financial first reported a position in SURE in Q4 2024 and has held it in 7 quarters since. The position peaked at $531K in Q4 2024. 21 funds tracked by Wall St. Rank hold SURE as of Q2 2026.

Raymond James Financial held 1,688 shares of AdvisorShares Insider Advantage ETF worth $251K as of Q2 2026.
Raymond James Financial sold 393 AdvisorShares Insider Advantage ETF shares in Q2 2026, an estimated $54.4K.
AdvisorShares Insider Advantage ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #4925 holding.
Raymond James Financial first reported a position in AdvisorShares Insider Advantage ETF in Q4 2024 and has held it in 7 quarters since.
Raymond James Financial's AdvisorShares Insider Advantage ETF position peaked at $531K in Q4 2024.
21 funds tracked by Wall St. Rank held AdvisorShares Insider Advantage ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.