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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
Q2 		$900K Sell
6,040
-370
-6% -$51.3K 0.01% 932
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

IC
Inscription Capital Houston, Texas $1.13B AUM 34.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIA
Caerus Investment Advisors West Lake Hills, Texas $300M AUM 45.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
BB
Busey Bank Urbana, Illinois $4.12B AUM 32.66% 1-Year Est. Return
SWM
Silverlake Wealth Management Williston, Vermont $528M AUM 22.11% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Waverly Advisors's SURE Position: Q2 2026 in Review

Waverly Advisors reduced its AdvisorShares Insider Advantage ETF (SURE) stake by 5.8% in Q2 2026, selling an estimated $51.3K and leaving 6,040 shares worth $900K. The position accounts for 0.01% of the portfolio, ranked #932.

Waverly Advisors first reported a position in SURE in Q4 2024 and has held it in 7 quarters since. 21 funds tracked by Wall St. Rank hold SURE as of Q2 2026.

  • Waverly Advisors held 6,040 shares of AdvisorShares Insider Advantage ETF worth $900K as of Q2 2026.
  • Waverly Advisors sold 370 AdvisorShares Insider Advantage ETF shares in Q2 2026, an estimated $51.3K.
  • AdvisorShares Insider Advantage ETF made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #932 holding.
  • Waverly Advisors first reported a position in AdvisorShares Insider Advantage ETF in Q4 2024 and has held it in 7 quarters since.
  • 21 funds tracked by Wall St. Rank held AdvisorShares Insider Advantage ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.