GIA
CSML

Gladstone Institutional Advisory’s IndexIQ ETF Trust IQ U.S. Small Cap ETF CSML Stock Holding History

Gladstone Institutional Advisory’s Portfolio CSML Stock Details CSML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-41,760
Closed -$1.56M – 704
2024
Q1 		$1.56M Buy
41,760
+594
+1% +$21.2K 0.09% 249
2023
Q4 		$1.48M Sell
41,166
-2,838
-6% -$90.9K 0.08% 235
2023
Q3 		$1.37M Buy
44,004
+6,039
+16% +$198K 0.09% 231
2023
Q2 		$1.23M Buy
37,965
+11,045
+41% +$345K 0.08% 246
2023
Q1 		$854K Buy
+26,920
New +$896K 0.06% 316

Gladstone Institutional Advisory's CSML Position: Q2 2024 in Review

Gladstone Institutional Advisory sold out of IndexIQ ETF Trust IQ U.S. Small Cap ETF (CSML) in Q2 2024, closing a stake of 41,760 shares — an estimated $1.56M sold.

Gladstone Institutional Advisory first reported a position in CSML in Q1 2023 and held it in 5 quarters. The position peaked at $1.56M in Q1 2024. 0 funds tracked by Wall St. Rank hold CSML as of Q2 2024.

  • Gladstone Institutional Advisory reported no remaining IndexIQ ETF Trust IQ U.S. Small Cap ETF position as of Q2 2024 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 41,760 IndexIQ ETF Trust IQ U.S. Small Cap ETF shares in Q2 2024, an estimated $1.56M.
  • Gladstone Institutional Advisory first reported a position in IndexIQ ETF Trust IQ U.S. Small Cap ETF in Q1 2023 and held it in 5 quarters.
  • Gladstone Institutional Advisory's IndexIQ ETF Trust IQ U.S. Small Cap ETF position peaked at $1.56M in Q1 2024.
  • 0 funds tracked by Wall St. Rank held IndexIQ ETF Trust IQ U.S. Small Cap ETF as of Q2 2024.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2024, filed 2 Aug 2024.