Steward Partners Investment Advisory’s AdvisorShares Insider Advantage ETF SURE Stock Holding History

Steward Partners Investment Advisory’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	$50.9K	Hold	400	–	–	﹤0.01%	2766
2025 Q4	$51K	Hold	400	–	–	﹤0.01%	2660
2025 Q3	$49.5K	Buy	400 +200	+100%	+$24.2K	﹤0.01%	2616
2025 Q2	$23.5K	Hold	200	–	–	﹤0.01%	2845
2025 Q1	$22.3K	Hold	200	–	–	﹤0.01%	2760
2024 Q4	$23.3K	Hold	200	–	–	﹤0.01%	2711
2024 Q3	$23.8K	Hold	200	–	–	﹤0.01%	2583
2024 Q2	$22.4K	Hold	200	–	–	﹤0.01%	2478
2024 Q1	$23.4K	Hold	200	–	–	﹤0.01%	2450
2023 Q4	$20.9K	Hold	200	–	–	﹤0.01%	2390
2023 Q3	$19K	Hold	200	–	–	﹤0.01%	2334
2023 Q2	$19.1K	Hold	200	–	–	﹤0.01%	2312
2023 Q1	$18K	Hold	200	–	–	﹤0.01%	2289
2022 Q4	$17.1K	Hold	200	–	–	﹤0.01%	2311
2022 Q3	$16K	Hold	200	–	–	﹤0.01%	2325
2022 Q2	$17K	Hold	200	–	–	﹤0.01%	2303
2022 Q1	$20K	Hold	200	–	–	﹤0.01%	2377
2021 Q4	$20K	Hold	200	–	–	﹤0.01%	2325
2021 Q3	$19K	Hold	200	–	–	﹤0.01%	2357
2021 Q2	$19K	Hold	200	–	–	﹤0.01%	5203
2021 Q1	$18K	Hold	200	–	–	﹤0.01%	2526
2020 Q4	$16K	Buy	+200	New	+$15.2K	﹤0.01%	2141

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

Steward Partners Investment Advisory's SURE Position: Q1 2026 in Review

Steward Partners Investment Advisory held its AdvisorShares Insider Advantage ETF (SURE) position steady in Q1 2026 at 400 shares worth $50.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2766.

Steward Partners Investment Advisory first reported a position in SURE in Q4 2020 and has held it in 22 quarters since. The position peaked at $51K in Q4 2025. 22 funds tracked by Wall St. Rank hold SURE as of Q1 2026.

Steward Partners Investment Advisory held 400 shares of AdvisorShares Insider Advantage ETF worth $50.9K as of Q1 2026.
Steward Partners Investment Advisory left its AdvisorShares Insider Advantage ETF share count unchanged in Q1 2026.
AdvisorShares Insider Advantage ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2766 holding.
Steward Partners Investment Advisory first reported a position in AdvisorShares Insider Advantage ETF in Q4 2020 and has held it in 22 quarters since.
Steward Partners Investment Advisory's AdvisorShares Insider Advantage ETF position peaked at $51K in Q4 2025.
22 funds tracked by Wall St. Rank held AdvisorShares Insider Advantage ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.