Gladstone Institutional Advisory LLC Sells in Q1 2025

Gladstone Institutional Advisory LLC

  • $2.07 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
-848
- 27.79%
$152.57 - $163.66 $129K - $139K
2.2K $345K
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
-912
- 2.21%
$74.34 - $81.0 $67.8K - $73.9K
40.3K $3.06M
TXN
Texas Instruments Inc

Technology
-609
- 6.79%
N/A
8.37K $1.63M
QTEC
First Trust Nasdaq 100 Technol

ETFs
-360
- 9.91%
$173.56 - $210.67 $62.5K - $75.8K
3.27K $567K
FDRR
Fidelity Covington Tr Divid Et

ETFs
-1.84K
- 11.16%
$49.65 - $53.98 $91.5K - $99.4K
14.7K $732K
FTSL
First Trust Senior Ln Fund

ETFs
-1.73K
- 2.85%
$45.65 - $46.48 $79.1K - $80.5K
59K $2.69M
PSCT
Invesco S&P Smallcap Informati

ETFs
-1.18K
- 13.59%
$40.08 - $50.4 $47.3K - $59.5K
7.5K $300K
JPM
Jpmorgan Chase & CO

Financial Services
-2.34K
- 2.84%
$225.19 - $279.95 $526K - $654K
79.9K $19.6M
RCAT
Red Cat Holdings, Inc.

Technology
-3K
- 22.39%
$4.82 - $14.19 $14.5K - $42.6K
10.4K $61K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-9.21K
- 35.56%
$11.22 - $11.8 $103K - $109K
16.7K $187K
FTA
First Tr Large Cap Value

ETFs
-1.44K
- 19.88%
$74.42 - $80.34 $107K - $115K
5.79K $443K
FICS
First Tr Exchange Traded Fd Vi

ETFs
-3.66K
- 34.67%
$33.49 - $37.82 $122K - $138K
6.89K $252K
MUB
Ishares National Muni Bond ETF

ETFs
-944
- 20.76%
$104.71 - $107.69 $98.8K - $102K
3.6K $380K
XSHQ
Invesco ETF Tr Ii S&P Smallcap

ETFs
-1.91K
- 21.83%
$37.78 - $43.82 $72.1K - $83.7K
6.84K $270K
ACTV
Two Rds Shared Tr Leadershares

ETFs
-1.94K
- 10.46%
$30.37 - $33.19 $58.8K - $64.3K
16.6K $503K
OUNZ
Van Eck Merk Gold Trust

ETFs
-20.8K
- 18.95%
$25.41 - $30.14 $528K - $626K
88.8K $2.68M
UPS
United Parcel Service Inc

Industrials
-87
- 1.64%
$109.66 - $136.26 $9.54K - $11.9K
5.23K $574K
URA
Global X Uranium ETF

ETFs
-1.32K
- 8.15%
$22.92 - $30.98 $30.3K - $41K
14.9K $342K
SIXJ
Aim ETF Prods Tr Allianzim U S
-2.12K
- 3.6%
$29.68 - $31.19 $62.8K - $66K
56.6K $1.69M
F
Ford Motor CO

Consumer Cyclical
-9.4K
- 29.75%
$9.12 - $10.43 $85.7K - $98K
22.2K $222K
IWY
Ishares Tr Russell 200 Growth

ETFs
-273
- 20.73%
$210.19 - $243.33 $57.4K - $66.4K
1.04K $220K
GNRC
Generac Holdings Inc.

Industrials
-140
- 5.64%
$126.65 - $164.06 $17.7K - $23K
2.34K $296K
TMDX
Trans Medics Group, Inc.

Healthcare
-2K
- 20.29%
$56.73 - $79.42 $113K - $159K
7.86K $528K
XLP
Consumer Staples Sector Spdr

ETFs
-1.12K
- 7.13%
N/A
14.6K $1.11M
USB
Us Bancorp \De\

Financial Services
-968
- 13.65%
$40.92 - $50.9 $39.6K - $49.3K
6.12K $258K
PEG
Public Service Enterprise Group Inc

Utilities
-893
- 23.36%
$78.2 - $90.39 $69.8K - $80.7K
2.93K $241K
BBUS
J P Morgan Exchg Traded Fd

ETFs
-483
- 7.76%
$99.5 - $110.97 $48.1K - $53.6K
5.74K $579K
HUBB
Hubbell Inc

Industrials
-19
- 2.4%
$330.91 - $456.86 $6.29K - $8.68K
774 $256K
KCE
Spdr S&P Capital Markets ETF

ETFs
-51
- 0.85%
$122.39 - $146.44 $6.24K - $7.47K
5.96K $751K
DYLD
Two Rds Shared Tr Leadershares

ETFs
-3.38K
- 12.08%
$22.35 - $22.82 $75.4K - $77K
24.6K $552K
DOW
Dow Inc.

Basic Materials
-1.11K
- 16.16%
$34.36 - $41.92 $38.1K - $46.5K
5.76K $200K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-103
- 3.66%
$302.31 - $337.54 $31.1K - $34.8K
2.71K $831K
MXI
Ishares Global Materials ETF

ETFs
-1.54K
- 11.92%
$77.39 - $84.98 $119K - $131K
11.4K $931K
ROK
Rockwell Automation, Inc

Industrials
-127
- 9.07%
$255.29 - $303.75 $32.4K - $38.6K
1.27K $328K
MSTR
Microstrategy Inc

Technology
-193
- 2.47%
$239.27 - $396.5 $46.2K - $76.5K
7.62K $2.2M
CW
Curtiss Wright Corp

Industrials
-78
- 7.07%
$304.82 - $384.07 $23.8K - $30K
1.03K $325K
VOT
Vanguard Mid Cap Growth Index

ETFs
-179
- 7.75%
$237.72 - $276.98 $42.6K - $49.6K
2.13K $521K
PFF
Ishares Trust Ishares Pfd And

ETFs
-703
- 1.22%
$30.73 - $32.26 $21.6K - $22.7K
56.7K $1.74M
KNSL
Kinsale Capital Group, Inc.

Financial Services
-179
- 15.04%
$416.48 - $494.72 $74.5K - $88.6K
1.01K $492K
IWN
Ishares Russell2000 Val ETF

ETFs
-76
- 2.04%
$149.27 - $169.4 $11.3K - $12.9K
3.65K $550K
SCHW
Schwab Charles Corp

Financial Services
-1.11K
- 17.77%
$71.24 - $83.64 $79.1K - $92.8K
5.14K $402K
CMI
Cummins Inc

Industrials
-34
- 2.53%
$312.92 - $386.07 $10.6K - $13.1K
1.31K $410K
APD
Air Products & Chemicals, Inc.

Basic Materials
-267
- 5.59%
$283.24 - $338.07 $75.6K - $90.3K
4.51K $1.33M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-260
- 6.58%
$117.4 - $131.02 $30.5K - $34.1K
3.69K $441K
SBUX
Starbucks Corp

Consumer Cyclical
-1.51K
- 10.78%
$91.75 - $115.81 $139K - $175K
12.5K $1.23M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-956
- 3.63%
$77.7 - $78.94 $74.3K - $75.5K
25.4K $2M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-519
- 8.84%
$100.34 - $100.68 $52.1K - $52.3K
5.35K $538K
CFG
Citizens Financial Group Inc

Financial Services
-503
- 4.67%
$39.73 - $48.36 $20K - $24.3K
10.3K $421K
IWS
Ishares Russell Midcap Value E

ETFs
-139
- 1.54%
$122.59 - $135.24 $17K - $18.8K
8.88K $1.12M
Activity Summary
Buys All Purchases 372 New Holdings 63 Increased Positions 309 Sells All Sells 318 Reductions 318 Sold out 0 Options Calls 0 Puts 0
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