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

Silverlake 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
2026 Q2	$442K	Sell	2,965 -475	-14%	-$65.8K	0.08%	235
2026 Q1	$437K	Sell	3,440 -416	-11%	-$54.5K	0.09%	232
2025 Q4	$491K	Buy	3,856 +15	+0.4%	+$1.87K	0.11%	202
2025 Q3	$475K	Sell	3,841 -196	-5%	-$23.7K	0.12%	196
2025 Q2	$474K	Hold	4,037	–	–	0.14%	177
2025 Q1	$450K	Buy	4,037 +99	+3%	+$11.5K	0.17%	147
2024 Q4	$458K	Sell	3,938 -147	-4%	-$17.8K	0.18%	140
2024 Q3	$486K	Buy	4,085 +131	+3%	+$15K	0.18%	134
2024 Q2	$443K	Buy	+3,954	New	+$446K	0.18%	137

Other funds holding SURE

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

Busey Bank Urbana, Illinois $4.12B AUM 32.66% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

WANY

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Silverlake Wealth Management's SURE Position: Q2 2026 in Review

Silverlake Wealth Management reduced its AdvisorShares Insider Advantage ETF (SURE) stake by 14% in Q2 2026, selling an estimated $65.8K and leaving 2,965 shares worth $442K. The position accounts for 0.08% of the portfolio, ranked #235.

Silverlake Wealth Management first reported a position in SURE in Q2 2024 and has held it in 9 quarters since. The position peaked at $491K in Q4 2025. 14 funds tracked by Wall St. Rank hold SURE as of Q2 2026.

Silverlake Wealth Management held 2,965 shares of AdvisorShares Insider Advantage ETF worth $442K as of Q2 2026.
Silverlake Wealth Management sold 475 AdvisorShares Insider Advantage ETF shares in Q2 2026, an estimated $65.8K.
AdvisorShares Insider Advantage ETF made up 0.08% of Silverlake Wealth Management's portfolio in Q2 2026, its #235 holding.
Silverlake Wealth Management first reported a position in AdvisorShares Insider Advantage ETF in Q2 2024 and has held it in 9 quarters since.
Silverlake Wealth Management's AdvisorShares Insider Advantage ETF position peaked at $491K in Q4 2025.
14 funds tracked by Wall St. Rank held AdvisorShares Insider Advantage ETF as of Q2 2026.

Based on Silverlake Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.