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 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

LPL Financial San Diego, California $445B AUM 25.58% 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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

SWM

Silverlake Wealth Management Williston, Vermont $528M AUM 22.11% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Raymond James Financial's SURE Position: Q1 2026 in Review

Raymond James Financial reduced its AdvisorShares Insider Advantage ETF (SURE) stake by 7.4% in Q1 2026, selling an estimated $21.9K and leaving 2,081 shares worth $265K. The position accounts for ﹤0.01% of the portfolio, ranked #4725.

Raymond James Financial first reported a position in SURE in Q4 2024 and has held it in 6 quarters since. The position peaked at $531K in Q4 2024. 22 funds tracked by Wall St. Rank hold SURE as of Q1 2026.

Raymond James Financial held 2,081 shares of AdvisorShares Insider Advantage ETF worth $265K as of Q1 2026.
Raymond James Financial sold 167 AdvisorShares Insider Advantage ETF shares in Q1 2026, an estimated $21.9K.
AdvisorShares Insider Advantage ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4725 holding.
Raymond James Financial first reported a position in AdvisorShares Insider Advantage ETF in Q4 2024 and has held it in 6 quarters since.
Raymond James Financial's AdvisorShares Insider Advantage ETF position peaked at $531K in Q4 2024.
22 funds tracked by Wall St. Rank held AdvisorShares Insider Advantage ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.