Wealthspire Advisors (New York)’s AdvisorShares Insider Advantage ETF SURE Stock Holding History

Wealthspire Advisors (New York)’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	$288K	Sell	1,931 -1,091	-36%	-$151K	﹤0.01%	1001
2026 Q1	$384K	Buy	3,022 +1,091	+56%	+$143K	﹤0.01%	657
2025 Q4	$246K	Hold	1,931	–	–	﹤0.01%	885
2025 Q3	$239K	Hold	1,931	–	–	﹤0.01%	739
2025 Q2	$227K	Hold	1,931	–	–	﹤0.01%	747
2025 Q1	$215K	Hold	1,931	–	–	﹤0.01%	723
2024 Q4	$225K	Hold	1,931	–	–	﹤0.01%	719
2024 Q3	$230K	Hold	1,931	–	–	﹤0.01%	680
2024 Q2	$216K	Hold	1,931	–	–	﹤0.01%	606
2024 Q1	$226K	Hold	1,931	–	–	﹤0.01%	572
2023 Q4	$202K	Buy	+1,931	New	+$188K	﹤0.01%	616

Other funds holding SURE

Inscription Capital Houston, Texas $1.13B AUM 34.16% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

CIA

Caerus Investment Advisors West Lake Hills, Texas $300M AUM 45.84% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return

Wealthspire Advisors (New York)'s SURE Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its AdvisorShares Insider Advantage ETF (SURE) stake by 36% in Q2 2026, selling an estimated $151K and leaving 1,931 shares worth $288K. The position accounts for ﹤0.01% of the portfolio, ranked #1001.

Wealthspire Advisors (New York) first reported a position in SURE in Q4 2023 and has held it in 11 quarters since. The position peaked at $384K in Q1 2026. 21 funds tracked by Wall St. Rank hold SURE as of Q2 2026.

Wealthspire Advisors (New York) held 1,931 shares of AdvisorShares Insider Advantage ETF worth $288K as of Q2 2026.
Wealthspire Advisors (New York) sold 1,091 AdvisorShares Insider Advantage ETF shares in Q2 2026, an estimated $151K.
AdvisorShares Insider Advantage ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #1001 holding.
Wealthspire Advisors (New York) first reported a position in AdvisorShares Insider Advantage ETF in Q4 2023 and has held it in 11 quarters since.
Wealthspire Advisors (New York)'s AdvisorShares Insider Advantage ETF position peaked at $384K in Q1 2026.
21 funds tracked by Wall St. Rank held AdvisorShares Insider Advantage ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.