Gladstone Institutional Advisory’s FT Vest U.S. Equity Quarterly Max Buffer ETF SQMX Stock Holding History
Bought
Maintained
Sold
Other funds holding SQMX
Gladstone Institutional Advisory's SQMX Position: Q3 2026 in Review
Gladstone Institutional Advisory increased its FT Vest U.S. Equity Quarterly Max Buffer ETF (SQMX) stake by 111% in Q3 2026, buying an estimated $3.03M and bringing the position to 166,421 shares worth $5.8M. The position accounts for 0.17% of the portfolio, ranked #127.
Gladstone Institutional Advisory first reported a position in SQMX in Q2 2026 and has held it in 2 quarters since. 15 funds tracked by Wall St. Rank hold SQMX as of Q3 2026.
- Gladstone Institutional Advisory held 166,421 shares of FT Vest U.S. Equity Quarterly Max Buffer ETF worth $5.8M as of Q3 2026.
- Gladstone Institutional Advisory bought 87,576 FT Vest U.S. Equity Quarterly Max Buffer ETF shares in Q3 2026, an estimated $3.03M.
- FT Vest U.S. Equity Quarterly Max Buffer ETF made up 0.17% of Gladstone Institutional Advisory's portfolio in Q3 2026, its #127 holding.
- Gladstone Institutional Advisory first reported a position in FT Vest U.S. Equity Quarterly Max Buffer ETF in Q2 2026 and has held it in 2 quarters since.
- 15 funds tracked by Wall St. Rank held FT Vest U.S. Equity Quarterly Max Buffer ETF as of Q3 2026.
Based on Gladstone Institutional Advisory's 13F filing for Q3 2026, filed 13 Nov 2026.