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Westside Investment Management’s AdvisorShares Insider Advantage ETF SURE Stock Holding History

Westside Investment 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
2025
Q3 		– Sell
-267
Closed -$31.4K – 1423
2025
Q2 		$31.4K Hold
267
– – 0.01% 550
2025
Q1 		$29.8K Hold
267
– – 0.01% 489
2024
Q4 		$31.1K Hold
267
– – 0.01% 484
2024
Q3 		$31.8K Hold
267
– – 0.01% 482
2024
Q2 		$29.9K Hold
267
– – 0.01% 469
2024
Q1 		$31.2K Hold
267
– – 0.01% 447
2023
Q4 		$27.9K Hold
267
– – 0.01% 448
2023
Q3 		$25.3K Hold
267
– – 0.01% 451
2023
Q2 		$25.5K Hold
267
– – 0.01% 456
2023
Q1 		$24K Hold
267
– – 0.01% 473
2022
Q4 		$22 Hold
267
– – ﹤0.01% 523
2022
Q3 		$20 Hold
267
– – ﹤0.01% 513
2022
Q2 		$22 Hold
267
– – ﹤0.01% 502
2022
Q1 		$26 Hold
267
– – ﹤0.01% 486
2021
Q4 		$26 Hold
267
– – ﹤0.01% 465
2021
Q3 		$24 Hold
267
– – ﹤0.01% 469
2021
Q2 		$25 Hold
267
– – ﹤0.01% 456
2021
Q1 		$23 Hold
267
– – ﹤0.01% 450
2020
Q4 		$21 Hold
267
– – ﹤0.01% 427
2020
Q3 		$18 Hold
267
– – ﹤0.01% 441
2020
Q2 		$17 Hold
267
– – ﹤0.01% 421
2020
Q1 		$15 Buy
+267
New +$18.5K ﹤0.01% 424
2019
Q2 		$18 Buy
+267
New +$17.8K ﹤0.01% 403
2018
Q4 		$15.6K Hold
267
– – 0.01% 403
2018
Q3 		$18.7K Hold
267
– – 0.01% 372
2018
Q2 		$18.1K Hold
267
– – 0.01% 430
2018
Q1 		$17.9K Hold
267
– – 0.01% 407
2017
Q4 		$19.4K Hold
267
– – 0.01% 413
2017
Q3 		$18K Hold
267
– – 0.01% 411
2017
Q2 		$17.7K Buy
+267
New +$17.4K 0.01% 403

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 $1.89T AUM 35.08% 1-Year Est. Return
WA
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SWM
Silverlake Wealth Management Williston, Vermont $528M AUM 22.11% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Westside Investment Management's SURE Position: Q3 2025 in Review

Westside Investment Management sold out of AdvisorShares Insider Advantage ETF (SURE) in Q3 2025, closing a stake of 267 shares — an estimated $31.4K sold.

Westside Investment Management first reported a position in SURE in Q2 2017 and held it in 30 quarters. The position peaked at $31.8K in Q3 2024. 20 funds tracked by Wall St. Rank hold SURE as of Q3 2025.

  • Westside Investment Management reported no remaining AdvisorShares Insider Advantage ETF position as of Q3 2025 after selling out during the quarter.
  • Westside Investment Management sold 267 AdvisorShares Insider Advantage ETF shares in Q3 2025, an estimated $31.4K.
  • Westside Investment Management first reported a position in AdvisorShares Insider Advantage ETF in Q2 2017 and held it in 30 quarters.
  • Westside Investment Management's AdvisorShares Insider Advantage ETF position peaked at $31.8K in Q3 2024.
  • 20 funds tracked by Wall St. Rank held AdvisorShares Insider Advantage ETF as of Q3 2025.

Based on Westside Investment Management's 13F filing for Q3 2025, filed 4 Nov 2025.