GIA
HEDG

Gladstone Institutional Advisory’s Equable Shares Hedged Equity ETF HEDG Stock Holding History

Gladstone Institutional Advisory’s Portfolio HEDG Stock Details HEDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.15M Buy
138,297
+1,965
+1% +$58.5K 0.13% 169
2026
Q1 		$3.95M Buy
136,332
+10,478
+8% +$309K 0.15% 160
2025
Q4 		$3.69M Buy
+125,854
New +$3.67M 0.14% 163

Other funds holding HEDG

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
EW
Enzi Wealth Austin, Texas $316M AUM 31.9% 1-Year Est. Return
MYIA
Mount Yale Investment Advisors Denver, Colorado $5.4B AUM 28.46% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GSIAS
Garden State Investment Advisory Services Red Bank, New Jersey $553M AUM 31.68% 1-Year Est. Return
PTP
Platform Technology Partners New York $611M AUM 25.5% 1-Year Est. Return

Gladstone Institutional Advisory's HEDG Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its Equable Shares Hedged Equity ETF (HEDG) stake by 1.4% in Q2 2026, buying an estimated $58.5K and bringing the position to 138,297 shares worth $4.15M. The position accounts for 0.13% of the portfolio, ranked #169.

Gladstone Institutional Advisory first reported a position in HEDG in Q4 2025 and has held it in 3 quarters since. 39 funds tracked by Wall St. Rank hold HEDG as of Q2 2026.

  • Gladstone Institutional Advisory held 138,297 shares of Equable Shares Hedged Equity ETF worth $4.15M as of Q2 2026.
  • Gladstone Institutional Advisory bought 1,965 Equable Shares Hedged Equity ETF shares in Q2 2026, an estimated $58.5K.
  • Equable Shares Hedged Equity ETF made up 0.13% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #169 holding.
  • Gladstone Institutional Advisory first reported a position in Equable Shares Hedged Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 39 funds tracked by Wall St. Rank held Equable Shares Hedged Equity ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.