GIA
HYLD

Gladstone Institutional Advisory’s High Yield ETF HYLD Stock Holding History

Gladstone Institutional Advisory’s Portfolio HYLD Stock Details HYLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-8,431
Closed -$243K – 748
2022
Q1 		$243K Sell
8,431
-10,685
-56% -$317K 0.02% 613
2021
Q4 		$603K Buy
19,116
+11,866
+164% +$378K 0.05% 342
2021
Q3 		$232K Buy
+7,250
New +$234K 0.02% 483

Other funds holding HYLD

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FA
Flagstar Advisors New York $331M AUM 40.98% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Gladstone Institutional Advisory's HYLD Position: Q2 2022 in Review

Gladstone Institutional Advisory sold out of High Yield ETF (HYLD) in Q2 2022, closing a stake of 8,431 shares — an estimated $243K sold.

Gladstone Institutional Advisory first reported a position in HYLD in Q3 2021 and held it in 3 quarters. The position peaked at $603K in Q4 2021. 31 funds tracked by Wall St. Rank hold HYLD as of Q2 2022.

  • Gladstone Institutional Advisory reported no remaining High Yield ETF position as of Q2 2022 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 8,431 High Yield ETF shares in Q2 2022, an estimated $243K.
  • Gladstone Institutional Advisory first reported a position in High Yield ETF in Q3 2021 and held it in 3 quarters.
  • Gladstone Institutional Advisory's High Yield ETF position peaked at $603K in Q4 2021.
  • 31 funds tracked by Wall St. Rank held High Yield ETF as of Q2 2022.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2022, filed 15 Aug 2022.