Royal Bank of Canada
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Royal Bank of Canada’s AdvisorShares Insider Advantage ETF SURE Stock Holding History

Royal Bank of Canada’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
2025
Q2 		– Sell
-382
Closed -$43K – 7336
2025
Q1 		$43K Buy
+382
New +$44.5K ﹤0.01% 5630
2024
Q1 		– Sell
-185
Closed -$19K – 7567
2023
Q4 		$19K Hold
185
– – ﹤0.01% 6339
2023
Q3 		$18K Hold
185
– – ﹤0.01% 6220
2023
Q2 		$18K Hold
185
– – ﹤0.01% 6270
2023
Q1 		$17K Hold
185
– – ﹤0.01% 6092
2022
Q4 		$16K Hold
185
– – ﹤0.01% 6390
2022
Q3 		$14K Hold
185
– – ﹤0.01% 6284
2022
Q2 		$16K Hold
185
– – ﹤0.01% 6202
2022
Q1 		$18K Sell
185
-1,777
-91% -$173K ﹤0.01% 6663
2021
Q4 		$192K Sell
1,962
-12,993
-87% -$1.27M ﹤0.01% 5374
2021
Q3 		$1.4M Buy
14,955
+13,399
+861% +$1.27M ﹤0.01% 3383
2021
Q2 		$148K Sell
1,556
-5,152
-77% -$488K ﹤0.01% 5324
2021
Q1 		$602K Sell
6,708
-1,573
-19% -$134K ﹤0.01% 4022
2020
Q4 		$664K Sell
8,281
-8,928
-52% -$676K ﹤0.01% 3882
2020
Q3 		$1.2M Buy
17,209
+5,705
+50% +$396K ﹤0.01% 3116
2020
Q2 		$762K Sell
11,504
-10,825
-48% -$690K ﹤0.01% 3409
2020
Q1 		$1.26M Sell
22,329
-2,219
-9% -$154K ﹤0.01% 2849
2019
Q4 		$1.83M Sell
24,548
-4,599
-16% -$331K ﹤0.01% 2941
2019
Q3 		$2.02M Buy
29,147
+26,342
+939% +$1.82M ﹤0.01% 2760
2019
Q2 		$191K Sell
2,805
-26,015
-90% -$1.73M ﹤0.01% 4507
2019
Q1 		$1.89M Buy
28,820
+383
+1% +$24.4K ﹤0.01% 2728
2018
Q4 		$1.67M Buy
28,437
+28,285
+18,609% +$1.82M ﹤0.01% 2778
2018
Q3 		$11K Sell
152
-300
-66% -$20.9K ﹤0.01% 5952
2018
Q2 		$31K Sell
452
-250
-36% -$17.1K ﹤0.01% 5361
2018
Q1 		$48K Sell
702
-120
-15% -$8.58K ﹤0.01% 5076
2017
Q4 		$59K Hold
822
– – ﹤0.01% 5095
2017
Q3 		$56K Sell
822
-1,280
-61% -$84.8K ﹤0.01% 5348
2017
Q2 		$139K Sell
2,102
-110
-5% -$7.15K ﹤0.01% 4586
2017
Q1 		$145K Sell
2,212
-2,315
-51% -$151K ﹤0.01% 4541
2016
Q4 		$288K Sell
4,527
-26,328
-85% -$1.62M ﹤0.01% 4229
2016
Q3 		$1.8M Sell
30,855
-8,990
-23% -$519K ﹤0.01% 2625
2016
Q2 		$2.21M Buy
39,845
+26,421
+197% +$1.47M ﹤0.01% 2460
2016
Q1 		$754K Buy
13,424
+5,765
+75% +$302K ﹤0.01% 3311
2015
Q4 		$414K Buy
7,659
+5,354
+232% +$298K ﹤0.01% 3946
2015
Q3 		$122K Sell
2,305
-4,236
-65% -$237K ﹤0.01% 4654
2015
Q2 		$373K Buy
6,541
+5,968
+1,042% +$346K ﹤0.01% 3881
2015
Q1 		$33K Sell
573
-927
-62% -$52.2K ﹤0.01% 5143
2014
Q4 		$83K Sell
1,500
-19,652
-93% -$1.05M ﹤0.01% 4820
2014
Q3 		$1.09M Buy
+21,152
New +$1.1M ﹤0.01% 2775
2014
Q1 		– Sell
-5,646
Closed -$274K – 6135
2013
Q4 		$274K Buy
+5,646
New +$260K ﹤0.01% 3907

Other funds holding SURE

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WA
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SWM
Silverlake Wealth Management Williston, Vermont $528M AUM 22.11% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Royal Bank of Canada's SURE Position: Q2 2025 in Review

Royal Bank of Canada sold out of AdvisorShares Insider Advantage ETF (SURE) in Q2 2025, closing a stake of 382 shares — an estimated $43K sold.

Royal Bank of Canada first reported a position in SURE in Q4 2013 and held it in 40 quarters. The position peaked at $2.21M in Q2 2016. 22 funds tracked by Wall St. Rank hold SURE as of Q2 2025.

  • Royal Bank of Canada reported no remaining AdvisorShares Insider Advantage ETF position as of Q2 2025 after selling out during the quarter.
  • Royal Bank of Canada sold 382 AdvisorShares Insider Advantage ETF shares in Q2 2025, an estimated $43K.
  • Royal Bank of Canada first reported a position in AdvisorShares Insider Advantage ETF in Q4 2013 and held it in 40 quarters.
  • Royal Bank of Canada's AdvisorShares Insider Advantage ETF position peaked at $2.21M in Q2 2016.
  • 22 funds tracked by Wall St. Rank held AdvisorShares Insider Advantage ETF as of Q2 2025.

Based on Royal Bank of Canada's 13F filing for Q2 2025, filed 14 Aug 2025.