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Waverly Advisors’s AdvisorShares Insider Advantage ETF SURE Stock Holding History

Waverly Advisors’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 		$815K Buy
6,410
+159
+3% +$20.8K 0.01% 893
2025
Q4 		$797K Buy
6,251
+76
+1% +$9.47K 0.01% 833
2025
Q3 		$764K Buy
6,175
+86
+1% +$10.4K 0.01% 710
2025
Q2 		$715K Buy
6,089
+417
+7% +$46.5K 0.01% 703
2025
Q1 		$633K Buy
5,672
+412
+8% +$48K 0.01% 716
2024
Q4 		$612K Buy
+5,260
New +$636K 0.01% 638

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
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
BB
Busey Bank Urbana, Illinois $3.68B AUM 26.6% 1-Year Est. Return

Waverly Advisors's SURE Position: Q1 2026 in Review

Waverly Advisors increased its AdvisorShares Insider Advantage ETF (SURE) stake by 2.5% in Q1 2026, buying an estimated $20.8K and bringing the position to 6,410 shares worth $815K. The position accounts for 0.01% of the portfolio, ranked #893.

Waverly Advisors first reported a position in SURE in Q4 2024 and has held it in 6 quarters since. 22 funds tracked by Wall St. Rank hold SURE as of Q1 2026.

  • Waverly Advisors held 6,410 shares of AdvisorShares Insider Advantage ETF worth $815K as of Q1 2026.
  • Waverly Advisors bought 159 AdvisorShares Insider Advantage ETF shares in Q1 2026, an estimated $20.8K.
  • AdvisorShares Insider Advantage ETF made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #893 holding.
  • Waverly Advisors first reported a position in AdvisorShares Insider Advantage ETF in Q4 2024 and has held it in 6 quarters since.
  • 22 funds tracked by Wall St. Rank held AdvisorShares Insider Advantage ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.