Squar Milner Financial Services’s AdvisorShares Insider Advantage ETF SURE Stock Holding History

Squar Milner Financial Services’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
2019 Q3	–	Sell	-477	Closed	-$33K	–	654
2019 Q2	$33K	Sell	477 -140	-23%	-$9.33K	0.02%	398
2019 Q1	$40K	Sell	617 -3,039	-83%	-$194K	0.03%	347
2018 Q4	$214K	Sell	3,656 -2,317	-39%	-$149K	0.21%	126
2018 Q3	$419K	Sell	5,973 -663	-10%	-$46.3K	0.38%	61
2018 Q2	$453K	Buy	6,636 +170	+3%	+$11.7K	0.4%	61
2018 Q1	$443K	Buy	6,466 +461	+8%	+$32.9K	0.56%	54
2017 Q4	$453K	Buy	+6,005	New	+$415K	0.55%	53

Other funds holding SURE

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PCG

Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return

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

Squar Milner Financial Services's SURE Position: Q3 2019 in Review

Squar Milner Financial Services sold out of AdvisorShares Insider Advantage ETF (SURE) in Q3 2019, closing a stake of 477 shares — an estimated $33K sold.

Squar Milner Financial Services first reported a position in SURE in Q4 2017 and held it in 7 quarters. The position peaked at $453K in Q2 2018. 30 funds tracked by Wall St. Rank hold SURE as of Q3 2019.

Squar Milner Financial Services reported no remaining AdvisorShares Insider Advantage ETF position as of Q3 2019 after selling out during the quarter.
Squar Milner Financial Services sold 477 AdvisorShares Insider Advantage ETF shares in Q3 2019, an estimated $33K.
Squar Milner Financial Services first reported a position in AdvisorShares Insider Advantage ETF in Q4 2017 and held it in 7 quarters.
Squar Milner Financial Services's AdvisorShares Insider Advantage ETF position peaked at $453K in Q2 2018.
30 funds tracked by Wall St. Rank held AdvisorShares Insider Advantage ETF as of Q3 2019.

Based on Squar Milner Financial Services's 13F filing for Q3 2019, filed 22 Oct 2019.