Gladstone Institutional Advisory LLC Sells in Q3 2025

Gladstone Institutional Advisory LLC

  • $2.5 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
RSP
Invesco S&P 500 Equal Weight E

ETFs
-9.8K
- 11.65%
$181.56 - $190.33 $1.78M - $1.86M
74.3K $14.1M
EXC
Exelon Corp

Utilities
-9.47K
- 44.29%
$42.73 - $45.54 $405K - $431K
11.9K $536K
VZ
Verizon Communications Inc

Communication Services
-6.26K
- 6.1%
$40.84 - $45.06 $256K - $282K
96.4K $4.24M
SJNK
Spdr Bloomberg Short Term High

ETFs
-17.2K
- 20.05%
$25.28 - $25.63 $434K - $440K
68.5K $1.75M
MXI
Ishares Global Materials ETF

ETFs
-5.36K
- 47.01%
$83.91 - $92.47 $450K - $496K
6.04K $558K
CTVA
Corteva, Inc.

Basic Materials
-6.14K
- 67.18%
$67.08 - $77.12 $412K - $473K
3K $202K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-9.79K
- 6.72%
$26.38 - $27.95 $258K - $274K
136K $3.71M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-12.1K
- 37.12%
$31.31 - $34.54 $380K - $420K
20.6K $693K
FLMI
Franklin Dynamic Municipal Bon

ETFs
-14.4K
- 33.49%
$23.96 - $24.81 $345K - $357K
28.6K $708K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
-14.7K
- 42.36%
$21.89 - $23.17 $322K - $341K
20K $462K
AMAT
Applied Materials Inc

Technology
-4.48K
- 43.98%
$156.25 - $204.95 $700K - $918K
5.7K $1.17M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-6.01K
- 14.14%
$50.47 - $50.74 $303K - $305K
36.5K $1.85M
ISRG
Intuitive Surgical Inc

Healthcare
-290
- 8.37%
$433.66 - $544.47 $126K - $158K
3.18K $1.42M
ADBE
Adobe Inc.

Technology
-479
- 11.8%
$333.65 - $392.1 $160K - $188K
3.58K $1.26M
CSX
Csx Corp

Industrials
-53.9K
- 20.16%
$32.05 - $36.52 $1.73M - $1.97M
213K $7.57M
SIXJ
Aim ETF Prods Tr Allianzim U S
-14K
- 24.7%
$31.96 - $33.34 $447K - $466K
42.6K $1.42M
SBUX
Starbucks Corp

Consumer Cyclical
-1.14K
- 9.13%
$81.9 - $96.86 $93.4K - $111K
11.4K $960K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-2.24K
- 15.47%
$38.58 - $58.24 $86.2K - $130K
12.2K $478K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-7.1K
- 30.31%
$37.14 - $37.85 $264K - $269K
16.3K $616K
IWM
Ishares Russell 2000 ETF

ETFs
-7.25K
- 20.33%
$214.92 - $244.84 $1.56M - $1.77M
28.4K $6.87M
MCD
Mcdonalds Corp

Consumer Cyclical
-202
- 0.99%
$291.67 - $316.99 $58.9K - $64K
20.3K $6.16M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-4.05K
- 26.09%
$84.28 - $89.46 $341K - $362K
11.5K $1.02M
REFI
Chicago Atlantic Real Estate Finance, Inc.

Real Estate
-11K
- 33.91%
$12.77 - $14.42 $140K - $159K
21.4K $273K
HYG
Ishares Tr

ETFs
-2.79K
- 19.36%
$79.85 - $81.32 $223K - $227K
11.6K $942K
FANG
Diamondback Energy, Inc.

Energy
-854
- 21.08%
$134.53 - $152.5 $115K - $130K
3.2K $457K
AIG
American International Group, Inc.

Financial Services
-400
- 2.13%
$76.34 - $85.87 $30.5K - $34.3K
18.3K $1.44M
ACTV
Two Rds Shared Tr Leadershares

ETFs
-7.26K
- 43.78%
$31.78 - $33.85 $231K - $246K
9.32K $315K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-3.2K
- 4.01%
$92.18 - $95.14 $295K - $304K
76.6K $7.29M
FIW
First Trust Water ETF

ETFs
-2.02K
- 48.27%
$107.54 - $115.08 $217K - $232K
2.17K $243K
PFE
Pfizer Inc

Healthcare
-7.16K
- 8.34%
$23.29 - $25.88 $167K - $185K
78.6K $2M
JNK
Spdr Bloomberg High Yield Bond

ETFs
-1.89K
- 29.18%
$96.22 - $98.19 $182K - $185K
4.58K $448K
DYLD
Two Rds Shared Tr Leadershares

ETFs
-7.61K
- 31.0%
$22.53 - $22.86 $172K - $174K
16.9K $385K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-1.53K
- 33.08%
$102.4 - $103.88 $157K - $159K
3.1K $319K
EFG
Msci Eafe Growth ETF

ETFs
-1.83K
- 43.63%
$106.99 - $114.46 $195K - $209K
2.36K $268K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
-2.32K
- 30.22%
$128.6 - $136.01 $298K - $316K
5.36K $724K
LSAF
Two Rds Shared Tr

ETFs
-7.44K
- 21.01%
$41.87 - $44.79 $312K - $333K
28K $1.25M
KMB
Kimberly Clark Corp

Consumer Defensive
-667
- 19.63%
$121.72 - $136.77 $81.2K - $91.2K
2.73K $339K
LSAT
Two Rds Shared Tr Leadershares

ETFs
-4.2K
- 14.69%
$39.58 - $42.08 $166K - $177K
24.4K $1.01M
URA
Global X Uranium ETF

ETFs
-10.6K
- 71.09%
$36.45 - $50.4 $387K - $535K
4.31K $205K
FTSL
First Trust Senior Ln Fund

ETFs
-3.2K
- 5.43%
$45.81 - $46.18 $147K - $148K
55.8K $2.56M
ABT
Abbott Laboratories

Healthcare
-1.16K
- 4.67%
$120.51 - $136.62 $139K - $158K
23.6K $3.15M
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
-1.84K
- 37.08%
$85.93 - $92.12 $158K - $170K
3.12K $284K
DVY
Ishares Tr

ETFs
-1.51K
- 11.58%
$133.88 - $142.57 $202K - $216K
11.5K $1.64M
ENVX
Enovix Corp

Industrials
-56.5K
- 32.77%
$8.0 - $15.93 $452K - $900K
116K $1.16M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-4.12K
- 31.71%
$24.11 - $24.94 $99.4K - $103K
8.88K $221K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-1.3K
- 40.15%
$107.27 - $113.94 $139K - $148K
1.93K $219K
QTEC
First Trust Nasdaq 100 Technol

ETFs
-1.22K
- 37.19%
$208.95 - $229.72 $254K - $280K
2.06K $471K
OKE
Oneok Inc

Energy
-4
- 0.11%
$71.36 - $83.47 $285 - $334
3.48K $253K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-23.8K
- 13.16%
$35.42 - $38.65 $843K - $920K
157K $5.97M
Activity Summary
Buys All Purchases 464 New Holdings 133 Increased Positions 331 Sells All Sells 308 Reductions 308 Sold out 0 Options Calls 0 Puts 0
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