Gladstone Institutional Advisory’s NYLIM FTSE International Equity Currency Neutral ETF HFXI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.26M	Buy	243,008 +956	+0.4%	+$35K	0.29%	71
2026 Q1	$8.13M	Sell	242,052 -18,033	-7%	-$620K	0.3%	71
2025 Q4	$8.44M	Sell	260,085 -574	-0.2%	-$18.4K	0.32%	67
2025 Q3	$8.08M	Sell	260,659 -868	-0.3%	-$26.3K	0.31%	68
2025 Q2	$7.71M	Buy	261,527 +4,480	+2%	+$127K	0.32%	66
2025 Q1	$7.07M	Sell	257,047 -338	-0.1%	-$9.27K	0.33%	74
2024 Q4	$6.71M	Buy	257,385 +12,774	+5%	+$342K	0.31%	76
2024 Q3	$6.76M	Sell	244,611 -2,398	-1%	-$64.6K	0.33%	75
2024 Q2	$6.6M	Sell	247,009 -9,345	-4%	-$250K	0.34%	71
2024 Q1	$6.88M	Sell	256,354 -3,472	-1%	-$88.9K	0.38%	63
2023 Q4	$6.46M	Sell	259,826 -437	-0.2%	-$10.3K	0.36%	70
2023 Q3	$6.02M	Sell	260,263 -12,862	-5%	-$305K	0.39%	61
2023 Q2	$6.54M	Buy	+273,125	New	+$6.45M	0.4%	58

Other funds holding HFXI

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

GIL

Go Invest LLC West Jordan, Utah $426M AUM

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Gladstone Institutional Advisory increased its NYLIM FTSE International Equity Currency Neutral ETF (HFXI) stake by 0.39% in Q2 2026, buying an estimated $35K and bringing the position to 243,008 shares worth $9.26M. The position accounts for 0.29% of the portfolio, ranked #71.

Gladstone Institutional Advisory first reported a position in HFXI in Q2 2023 and has held it in 13 quarters since. 113 funds tracked by Wall St. Rank hold HFXI as of Q2 2026.

Gladstone Institutional Advisory held 243,008 shares of NYLIM FTSE International Equity Currency Neutral ETF worth $9.26M as of Q2 2026.
Gladstone Institutional Advisory bought 956 NYLIM FTSE International Equity Currency Neutral ETF shares in Q2 2026, an estimated $35K.
NYLIM FTSE International Equity Currency Neutral ETF made up 0.29% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #71 holding.
Gladstone Institutional Advisory first reported a position in NYLIM FTSE International Equity Currency Neutral ETF in Q2 2023 and has held it in 13 quarters since.
113 funds tracked by Wall St. Rank held NYLIM FTSE International Equity Currency Neutral ETF as of Q2 2026.

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