Gladstone Institutional Advisory’s FT Vest US Equity Moderate Buffer ETF April GAPR Stock Holding History

Gladstone Institutional Advisory’s Portfolio GAPR Stock Details GAPR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$251K	Sell	5,900 -250	-4%	-$10.5K	0.01%	871
2026 Q2	$256K	Buy	+6,150	New	+$253K	0.01%	789

Other funds holding GAPR

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Schulz Wealth Mansfield, Texas $213M AUM

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Gladstone Institutional Advisory's GAPR Position: Q3 2026 in Review

Gladstone Institutional Advisory reduced its FT Vest US Equity Moderate Buffer ETF April (GAPR) stake by 4.1% in Q3 2026, selling an estimated $10.5K and leaving 5,900 shares worth $251K. The position accounts for 0.01% of the portfolio, ranked #871.

Gladstone Institutional Advisory first reported a position in GAPR in Q2 2026 and has held it in 2 quarters since. The position peaked at $256K in Q2 2026. 95 funds tracked by Wall St. Rank hold GAPR as of Q3 2026.

Gladstone Institutional Advisory held 5,900 shares of FT Vest US Equity Moderate Buffer ETF April worth $251K as of Q3 2026.
Gladstone Institutional Advisory sold 250 FT Vest US Equity Moderate Buffer ETF April shares in Q3 2026, an estimated $10.5K.
FT Vest US Equity Moderate Buffer ETF April made up 0.01% of Gladstone Institutional Advisory's portfolio in Q3 2026, its #871 holding.
Gladstone Institutional Advisory first reported a position in FT Vest US Equity Moderate Buffer ETF April in Q2 2026 and has held it in 2 quarters since.
Gladstone Institutional Advisory's FT Vest US Equity Moderate Buffer ETF April position peaked at $256K in Q2 2026.
95 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF April as of Q3 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q3 2026, filed 13 Nov 2026.