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

WT 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
2020
Q1 		– Sell
-3,125
Closed -$233K – 89
2019
Q4 		$233K Sell
3,125
-1,200
-28% -$86.3K 0.18% 85
2019
Q3 		$300K Buy
+4,325
New +$299K 0.26% 65

Other funds holding SURE

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return

WT Wealth Management's SURE Position: Q1 2020 in Review

WT Wealth Management sold out of AdvisorShares Insider Advantage ETF (SURE) in Q1 2020, closing a stake of 3,125 shares — an estimated $233K sold.

WT Wealth Management first reported a position in SURE in Q3 2019 and held it in 2 quarters. The position peaked at $300K in Q3 2019. 26 funds tracked by Wall St. Rank hold SURE as of Q1 2020.

  • WT Wealth Management reported no remaining AdvisorShares Insider Advantage ETF position as of Q1 2020 after selling out during the quarter.
  • WT Wealth Management sold 3,125 AdvisorShares Insider Advantage ETF shares in Q1 2020, an estimated $233K.
  • WT Wealth Management first reported a position in AdvisorShares Insider Advantage ETF in Q3 2019 and held it in 2 quarters.
  • WT Wealth Management's AdvisorShares Insider Advantage ETF position peaked at $300K in Q3 2019.
  • 26 funds tracked by Wall St. Rank held AdvisorShares Insider Advantage ETF as of Q1 2020.

Based on WT Wealth Management's 13F filing for Q1 2020, filed 13 May 2020.