GIA
BSDE

Gladstone Institutional Advisory’s Invesco BulletShares 2024 USD Emerging Markets Debt ETF BSDE Stock Holding History

Gladstone Institutional Advisory’s Portfolio BSDE Stock Details BSDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-11,280
Closed -$271K – 725
2022
Q4 		$271K Sell
11,280
-3,610
-24% -$86.4K 0.02% 524
2022
Q3 		$354K Buy
14,890
+5,321
+56% +$128K 0.03% 458
2022
Q2 		$232K Sell
9,569
-5,681
-37% -$140K 0.02% 569
2022
Q1 		$382K Sell
15,250
-1,155
-7% -$29.3K 0.03% 492
2021
Q4 		$423K Buy
+16,405
New +$425K 0.03% 416

Other funds holding BSDE

R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
NSG
Nalls Sherbakoff Group Knoxville, Tennessee $141M AUM 25.05% 1-Year Est. Return

Gladstone Institutional Advisory's BSDE Position: Q1 2023 in Review

Gladstone Institutional Advisory sold out of Invesco BulletShares 2024 USD Emerging Markets Debt ETF (BSDE) in Q1 2023, closing a stake of 11,280 shares — an estimated $271K sold.

Gladstone Institutional Advisory first reported a position in BSDE in Q4 2021 and held it in 5 quarters. The position peaked at $423K in Q4 2021. 3 funds tracked by Wall St. Rank hold BSDE as of Q1 2023.

  • Gladstone Institutional Advisory reported no remaining Invesco BulletShares 2024 USD Emerging Markets Debt ETF position as of Q1 2023 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 11,280 Invesco BulletShares 2024 USD Emerging Markets Debt ETF shares in Q1 2023, an estimated $271K.
  • Gladstone Institutional Advisory first reported a position in Invesco BulletShares 2024 USD Emerging Markets Debt ETF in Q4 2021 and held it in 5 quarters.
  • Gladstone Institutional Advisory's Invesco BulletShares 2024 USD Emerging Markets Debt ETF position peaked at $423K in Q4 2021.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2024 USD Emerging Markets Debt ETF as of Q1 2023.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2023, filed 12 May 2023.