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SURE7 quarters
Position history for WAWaverly Advisors, LLC's holdings in ADVISORSHARES TR
Yes. Waverly Advisors holds 6,040 shares of SURE, worth $899,755, as of its Q2 2026 13F filing. It reduced the position by 370 shares (-5.8%) from Q1 2026. Waverly Advisors has held SURE since Q4 2024, across 7 quarterly 13F filings.
Current Value
$899,755
Current Shares
6,040
Total Value Change
+$287,516
Total Shares Change
+780
Quarter-by-Quarter History
Other major holders of SURE: OSAIC HOLDINGS, INC., ROYAL BANK OF CANADA