UBS Group
SURE icon

UBS Group’s AdvisorShares Insider Advantage ETF SURE Stock Holding History

UBS Group’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 		$19.7K Sell
155
-4
-3% -$524 ﹤0.01% 7945
2025
Q4 		$20.3K Sell
159
-389
-71% -$48.5K ﹤0.01% 7765
2025
Q3 		$67.8K Buy
+548
New +$66.2K ﹤0.01% 7355
2025
Q2 		– Sell
-54
Closed -$6.02K – 10807
2025
Q1 		$6.02K Sell
54
-9
-14% -$1.05K ﹤0.01% 8935
2024
Q4 		$7.33K Buy
63
+18
+40% +$2.18K ﹤0.01% 8483
2024
Q3 		$5.36K Buy
+45
New +$5.14K ﹤0.01% 8062
2024
Q2 		– Sell
-49
Closed -$5.73K – 10069
2024
Q1 		$5.73K Sell
49
-363
-88% -$39.3K ﹤0.01% 7512
2023
Q4 		$43K Buy
412
+98
+31% +$9.55K ﹤0.01% 6632
2023
Q3 		$29.8K Buy
314
+184
+142% +$17.8K ﹤0.01% 6591
2023
Q2 		$12.4K Buy
130
+129
+12,900% +$11.6K ﹤0.01% 7077
2023
Q1 		$90 Buy
+1
New +$91 ﹤0.01% 9262
2022
Q4 		– Sell
-37
Closed -$3K – 11132
2022
Q3 		$3K Sell
37
-125
-77% -$10.9K ﹤0.01% 9582
2022
Q2 		$14K Sell
162
-925
-85% -$85K ﹤0.01% 7422
2022
Q1 		$106K Buy
1,087
+744
+217% +$72.5K ﹤0.01% 5877
2021
Q4 		$34K Buy
+343
New +$33.4K ﹤0.01% 7274
2021
Q2 		– Sell
-1,406
Closed -$126K – 9808
2021
Q1 		$126K Buy
1,406
+32
+2% +$2.73K ﹤0.01% 5784
2020
Q4 		$110K Sell
1,374
-1,529
-53% -$116K ﹤0.01% 5631
2020
Q3 		$202K Buy
2,903
+611
+27% +$42.4K ﹤0.01% 4793
2020
Q2 		$152K Sell
2,292
-12
-0.5% -$765 ﹤0.01% 4998
2020
Q1 		$130K Buy
2,304
+1,579
+218% +$109K ﹤0.01% 5056
2019
Q4 		$54K Sell
725
-265
-27% -$19.1K ﹤0.01% 6311
2019
Q3 		$69K Sell
990
-392
-28% -$27.1K ﹤0.01% 5997
2019
Q2 		$94K Buy
1,382
+406
+42% +$27K ﹤0.01% 5415
2019
Q1 		$64K Sell
976
-2,137
-69% -$136K ﹤0.01% 5373
2018
Q4 		$182K Sell
3,113
-6,134
-66% -$396K ﹤0.01% 5032
2018
Q3 		$649K Buy
9,247
+3,885
+72% +$271K ﹤0.01% 4213
2018
Q2 		$366K Sell
5,362
-992
-16% -$68K ﹤0.01% 4545
2018
Q1 		$435K Sell
6,354
-501
-7% -$35.8K ﹤0.01% 4299
2017
Q4 		$490K Sell
6,855
-472
-6% -$32.6K ﹤0.01% 4308
2017
Q3 		$497K Sell
7,327
-3,293
-31% -$218K ﹤0.01% 4216
2017
Q2 		$704K Buy
10,620
+1,739
+20% +$113K ﹤0.01% 3872
2017
Q1 		$580K Sell
8,881
-8,749
-50% -$571K ﹤0.01% 3940
2016
Q4 		$1.12M Sell
17,630
-8,653
-33% -$533K ﹤0.01% 3450
2016
Q3 		$1.53M Sell
26,283
-4,129
-14% -$238K ﹤0.01% 3085
2016
Q2 		$1.69M Sell
30,412
-33,028
-52% -$1.83M ﹤0.01% 2919
2016
Q1 		$3.57M Sell
63,440
-1,064
-2% -$55.8K ﹤0.01% 2162
2015
Q4 		$3.49M Buy
64,504
+19,836
+44% +$1.1M ﹤0.01% 2270
2015
Q3 		$2.35M Buy
44,668
+177
+0.4% +$9.9K ﹤0.01% 2594
2015
Q2 		$2.54M Buy
44,491
+3,403
+8% +$197K ﹤0.01% 2742
2015
Q1 		$2.36M Sell
41,088
-2,104
-5% -$119K ﹤0.01% 2783
2014
Q4 		$2.39M Buy
+43,192
New +$2.31M ﹤0.01% 2729

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Susquehanna International Group
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

UBS Group's SURE Position: Q1 2026 in Review

UBS Group reduced its AdvisorShares Insider Advantage ETF (SURE) stake by 2.5% in Q1 2026, selling an estimated $524 and leaving 155 shares worth $19.7K. The position accounts for ﹤0.01% of the portfolio, ranked #7945.

UBS Group first reported a position in SURE in Q4 2014 and has held it in 41 quarters since. The position peaked at $3.57M in Q1 2016. 22 funds tracked by Wall St. Rank hold SURE as of Q1 2026.

  • UBS Group held 155 shares of AdvisorShares Insider Advantage ETF worth $19.7K as of Q1 2026.
  • UBS Group sold 4 AdvisorShares Insider Advantage ETF shares in Q1 2026, an estimated $524.
  • AdvisorShares Insider Advantage ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #7945 holding.
  • UBS Group first reported a position in AdvisorShares Insider Advantage ETF in Q4 2014 and has held it in 41 quarters since.
  • UBS Group's AdvisorShares Insider Advantage ETF position peaked at $3.57M in Q1 2016.
  • 22 funds tracked by Wall St. Rank held AdvisorShares Insider Advantage ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.