Western Pacific Wealth Management’s AdvisorShares Insider Advantage ETF SURE Stock Holding History

Western Pacific Wealth Management’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
2023 Q2	–	Sell	-1,000	Closed	-$89.8K	–	308
2023 Q1	$89.8K	Hold	1,000	–	–	0.07%	88
2022 Q4	$85.7K	Hold	1,000	–	–	0.07%	85
2022 Q3	$78K	Hold	1,000	–	–	0.08%	70
2022 Q2	$85K	Hold	1,000	–	–	0.08%	52
2022 Q1	$97K	Hold	1,000	–	–	0.07%	60
2021 Q4	$98K	Buy	+1,000	New	+$97.5K	0.06%	68

Other funds holding SURE

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

9WM

9258 Wealth Management Blue Ash, Ohio $677M AUM 39.46% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Western Pacific Wealth Management's SURE Position: Q2 2023 in Review

Western Pacific Wealth Management sold out of AdvisorShares Insider Advantage ETF (SURE) in Q2 2023, closing a stake of 1,000 shares — an estimated $89.8K sold.

Western Pacific Wealth Management first reported a position in SURE in Q4 2021 and held it in 6 quarters. The position peaked at $98K in Q4 2021. 18 funds tracked by Wall St. Rank hold SURE as of Q2 2023.

Western Pacific Wealth Management reported no remaining AdvisorShares Insider Advantage ETF position as of Q2 2023 after selling out during the quarter.
Western Pacific Wealth Management sold 1,000 AdvisorShares Insider Advantage ETF shares in Q2 2023, an estimated $89.8K.
Western Pacific Wealth Management first reported a position in AdvisorShares Insider Advantage ETF in Q4 2021 and held it in 6 quarters.
Western Pacific Wealth Management's AdvisorShares Insider Advantage ETF position peaked at $98K in Q4 2021.
18 funds tracked by Wall St. Rank held AdvisorShares Insider Advantage ETF as of Q2 2023.

Based on Western Pacific Wealth Management's 13F filing for Q2 2023, filed 8 Aug 2023.