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	$18K	Buy	+267	New	+$17.8K	0.01%	395
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 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

SWM

Silverlake Wealth Management Williston, Vermont $528M AUM 22.11% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 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.