Wells Fargo’s AdvisorShares Insider Advantage ETF SURE Stock Holding History

Wells Fargo’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	–	Hold	0	–	–	–	7032
2025 Q4	–	Hold	0	–	–	–	6787
2025 Q3	–	Sell	-1	Closed	-$121	–	7006
2025 Q2	$84	Hold	1	–	–	﹤0.01%	6499
2025 Q1	$80	Sell	1 -1	-50%	-$117	﹤0.01%	6394
2024 Q4	$199	Sell	2 -499	-100%	-$60.4K	﹤0.01%	6362
2024 Q3	$59.6K	Hold	501	–	–	﹤0.01%	5282
2024 Q2	$56.1K	Sell	501 -299	-37%	-$33.7K	﹤0.01%	5254
2024 Q1	$93.6K	Buy	800 +300	+60%	+$32.5K	﹤0.01%	4932
2023 Q4	$52.3K	Hold	500	–	–	﹤0.01%	5260
2023 Q3	$47.4K	Hold	500	–	–	﹤0.01%	5207
2023 Q2	$47.7K	Hold	500	–	–	﹤0.01%	5449
2023 Q1	$44.9K	Sell	500 -1	-0.2%	-$91	﹤0.01%	5218
2022 Q4	$42.9K	Buy	501 +1	+0.2%	+$88	﹤0.01%	4934
2022 Q3	$39K	Hold	500	–	–	﹤0.01%	5070
2022 Q2	$43K	Hold	500	–	–	﹤0.01%	5096
2022 Q1	$49K	Sell	500 -1	-0.2%	-$98	﹤0.01%	5672
2021 Q4	$49K	Buy	501 +1	+0.2%	+$97	﹤0.01%	5976
2021 Q3	$47K	Hold	500	–	–	﹤0.01%	5649
2021 Q2	$48K	Hold	500	–	–	﹤0.01%	5577
2021 Q1	$45K	Hold	500	–	–	﹤0.01%	5858
2020 Q4	$40K	Sell	500 -1	-0.2%	-$76	﹤0.01%	5665
2020 Q3	$35K	Hold	501	–	–	﹤0.01%	5625
2020 Q2	$33K	Hold	501	–	–	﹤0.01%	5589
2020 Q1	$28K	Buy	501 +1	+0.2%	+$69	﹤0.01%	5521
2019 Q4	$37K	Sell	500 -1	-0.2%	-$72	﹤0.01%	5604
2019 Q3	$35K	Hold	501	–	–	﹤0.01%	5666
2019 Q2	$34K	Hold	501	–	–	﹤0.01%	5668
2019 Q1	$33K	Hold	501	–	–	﹤0.01%	5411
2018 Q4	$29K	Sell	501 -372	-43%	-$24K	﹤0.01%	5686
2018 Q3	$61K	Sell	873 -500	-36%	-$34.9K	﹤0.01%	5533
2018 Q2	$94K	Sell	1,373 -4,460	-76%	-$306K	﹤0.01%	5407
2018 Q1	$399K	Sell	5,833 -1,076	-16%	-$76.9K	﹤0.01%	4558
2017 Q4	$494K	Buy	6,909 +161	+2%	+$11.1K	﹤0.01%	4406
2017 Q3	$458K	Sell	6,748 -16	-0.2%	-$1.06K	﹤0.01%	4390
2017 Q2	$449K	Sell	6,764 -2,917	-30%	-$190K	﹤0.01%	4289
2017 Q1	$633K	Sell	9,681 -1,175	-11%	-$76.7K	﹤0.01%	4091
2016 Q4	$690K	Sell	10,856 -514	-5%	-$31.6K	﹤0.01%	3976
2016 Q3	$663K	Sell	11,370 -1,348	-11%	-$77.8K	﹤0.01%	3789
2016 Q2	$705K	Sell	12,718 -1,261	-9%	-$70K	﹤0.01%	3706
2016 Q1	$786K	Sell	13,979 -9,073	-39%	-$476K	﹤0.01%	3566
2015 Q4	$1.25M	Sell	23,052 -44,878	-66%	-$2.5M	﹤0.01%	3339
2015 Q3	$3.58M	Buy	67,930 +27,052	+66%	+$1.51M	﹤0.01%	2547
2015 Q2	$2.34M	Buy	40,878 +24,058	+143%	+$1.39M	﹤0.01%	2976
2015 Q1	$966K	Buy	16,820 +11,617	+223%	+$654K	﹤0.01%	3561
2014 Q4	$288K	Buy	+5,203	New	+$278K	﹤0.01%	4243
2014 Q3	–	Sell	-132	Closed	-$7K	–	6335
2014 Q2	$7K	Buy	+132	New	+$6.63K	﹤0.01%	5736

Other funds holding SURE

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Wells Fargo's SURE Position: Q1 2026 in Review

Wells Fargo held its AdvisorShares Insider Advantage ETF (SURE) position steady in Q1 2026 at 0 shares worth $5. The position accounts for ﹤0.01% of the portfolio, ranked #7032.

Wells Fargo first reported a position in SURE in Q2 2014 and has held it in 44 quarters since. The position peaked at $3.58M in Q3 2015. 22 funds tracked by Wall St. Rank hold SURE as of Q1 2026.

Wells Fargo held 0 shares of AdvisorShares Insider Advantage ETF worth $5 as of Q1 2026.
Wells Fargo left its AdvisorShares Insider Advantage ETF share count unchanged in Q1 2026.
AdvisorShares Insider Advantage ETF made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #7032 holding.
Wells Fargo first reported a position in AdvisorShares Insider Advantage ETF in Q2 2014 and has held it in 44 quarters since.
Wells Fargo's AdvisorShares Insider Advantage ETF position peaked at $3.58M in Q3 2015.
22 funds tracked by Wall St. Rank held AdvisorShares Insider Advantage ETF as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.