Gladstone Institutional Advisory’s Global X Internet of Things ETF SNSR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-5,936	Closed	-$205K	–	670
2023 Q2	$205K	Buy	+5,936	New	+$192K	0.01%	593
2022 Q2	–	Sell	-6,823	Closed	-$227K	–	727
2022 Q1	$227K	Buy	6,823 +213	+3%	+$7.26K	0.02%	632
2021 Q4	$259K	Buy	6,610 +754	+13%	+$28.8K	0.02%	511
2021 Q3	$213K	Buy	+5,856	New	+$216K	0.02%	500

Other funds holding SNSR

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

EAM

Erste Asset Management Vienna, Austria $10.8B AUM 38.54% 1-Year Est. Return

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

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Gladstone Institutional Advisory's SNSR Position: Q3 2023 in Review

Gladstone Institutional Advisory sold out of Global X Internet of Things ETF (SNSR) in Q3 2023, closing a stake of 5,936 shares — an estimated $205K sold.

Gladstone Institutional Advisory first reported a position in SNSR in Q3 2021 and held it in 4 quarters. The position peaked at $259K in Q4 2021. 87 funds tracked by Wall St. Rank hold SNSR as of Q3 2023.

Gladstone Institutional Advisory reported no remaining Global X Internet of Things ETF position as of Q3 2023 after selling out during the quarter.
Gladstone Institutional Advisory sold 5,936 Global X Internet of Things ETF shares in Q3 2023, an estimated $205K.
Gladstone Institutional Advisory first reported a position in Global X Internet of Things ETF in Q3 2021 and held it in 4 quarters.
Gladstone Institutional Advisory's Global X Internet of Things ETF position peaked at $259K in Q4 2021.
87 funds tracked by Wall St. Rank held Global X Internet of Things ETF as of Q3 2023.

Based on Gladstone Institutional Advisory's 13F filing for Q3 2023, filed 13 Nov 2023.