GIA
MOON

Gladstone Institutional Advisory’s Direxion Moonshot Innovators ETF MOON Stock Holding History

Gladstone Institutional Advisory’s Portfolio MOON Stock Details MOON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-71,999
Closed -$915K – 698
2022
Q3 		$915K Buy
71,999
+4,977
+7% +$74.8K 0.07% 287
2022
Q2 		$930K Buy
67,022
+3,120
+5% +$49.4K 0.07% 284
2022
Q1 		$1.28M Buy
63,902
+27,965
+78% +$578K 0.09% 248
2021
Q4 		$969K Buy
35,937
+11,487
+47% +$359K 0.08% 268
2021
Q3 		$781K Buy
+24,450
New +$811K 0.08% 254

Other funds holding MOON

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
ACA
Ascension Capital Advisors Houston, Texas $356M AUM 16.16% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EIP
Ellis Investment Partners Berwyn, Pennsylvania $576M AUM 16.04% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Gladstone Institutional Advisory's MOON Position: Q4 2022 in Review

Gladstone Institutional Advisory sold out of Direxion Moonshot Innovators ETF (MOON) in Q4 2022, closing a stake of 71,999 shares — an estimated $915K sold.

Gladstone Institutional Advisory first reported a position in MOON in Q3 2021 and held it in 5 quarters. The position peaked at $1.28M in Q1 2022. 28 funds tracked by Wall St. Rank hold MOON as of Q4 2022.

  • Gladstone Institutional Advisory reported no remaining Direxion Moonshot Innovators ETF position as of Q4 2022 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 71,999 Direxion Moonshot Innovators ETF shares in Q4 2022, an estimated $915K.
  • Gladstone Institutional Advisory first reported a position in Direxion Moonshot Innovators ETF in Q3 2021 and held it in 5 quarters.
  • Gladstone Institutional Advisory's Direxion Moonshot Innovators ETF position peaked at $1.28M in Q1 2022.
  • 28 funds tracked by Wall St. Rank held Direxion Moonshot Innovators ETF as of Q4 2022.

Based on Gladstone Institutional Advisory's 13F filing for Q4 2022, filed 1 Feb 2023.