Stratos Wealth Partners
SURE icon

Stratos Wealth Partners’s AdvisorShares Insider Advantage ETF SURE Stock Holding History

Stratos Wealth Partners’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
2018
Q4 		– Sell
-800
Closed -$56K – 2302
2018
Q3 		$56K Buy
+800
New +$55.8K ﹤0.01% 1404
2018
Q2 		– Sell
-800
Closed -$55K – 2384
2018
Q1 		$55K Hold
800
– – ﹤0.01% 1529
2017
Q4 		$57K Buy
+800
New +$55.3K ﹤0.01% 1452

Other funds holding SURE

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Private Capital Group
Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
Ameritas Investment Company
Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return

Stratos Wealth Partners's SURE Position: Q4 2018 in Review

Stratos Wealth Partners sold out of AdvisorShares Insider Advantage ETF (SURE) in Q4 2018, closing a stake of 800 shares — an estimated $56K sold.

Stratos Wealth Partners first reported a position in SURE in Q4 2017 and held it in 3 quarters. The position peaked at $57K in Q4 2017. 33 funds tracked by Wall St. Rank hold SURE as of Q4 2018.

  • Stratos Wealth Partners reported no remaining AdvisorShares Insider Advantage ETF position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 800 AdvisorShares Insider Advantage ETF shares in Q4 2018, an estimated $56K.
  • Stratos Wealth Partners first reported a position in AdvisorShares Insider Advantage ETF in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's AdvisorShares Insider Advantage ETF position peaked at $57K in Q4 2017.
  • 33 funds tracked by Wall St. Rank held AdvisorShares Insider Advantage ETF as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.