Gladstone Institutional Advisory’s VanEck Low Carbon Energy ETF SMOG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-1,353	Closed	-$202K	–	630
2021 Q3	$202K	Sell	1,353 -12	-0.9%	-$1.89K	0.02%	510
2021 Q2	$220K	Buy	+1,365	New	+$206K	0.03%	470

Other funds holding SMOG

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Gladstone Institutional Advisory's SMOG Position: Q4 2021 in Review

Gladstone Institutional Advisory sold out of VanEck Low Carbon Energy ETF (SMOG) in Q4 2021, closing a stake of 1,353 shares — an estimated $202K sold.

Gladstone Institutional Advisory first reported a position in SMOG in Q2 2021 and held it in 2 quarters. The position peaked at $220K in Q2 2021. 83 funds tracked by Wall St. Rank hold SMOG as of Q4 2021.

Gladstone Institutional Advisory reported no remaining VanEck Low Carbon Energy ETF position as of Q4 2021 after selling out during the quarter.
Gladstone Institutional Advisory sold 1,353 VanEck Low Carbon Energy ETF shares in Q4 2021, an estimated $202K.
Gladstone Institutional Advisory first reported a position in VanEck Low Carbon Energy ETF in Q2 2021 and held it in 2 quarters.
Gladstone Institutional Advisory's VanEck Low Carbon Energy ETF position peaked at $220K in Q2 2021.
83 funds tracked by Wall St. Rank held VanEck Low Carbon Energy ETF as of Q4 2021.

Based on Gladstone Institutional Advisory's 13F filing for Q4 2021, filed 11 Feb 2022.