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Gladstone Institutional Advisory’s ProShares S&P Technology Dividend Aristocrats ETF TDV Stock Holding History

Gladstone Institutional Advisory’s Portfolio TDV Stock Details TDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-13,696
Closed -$998K – 786
2025
Q1 		$998K Buy
13,696
+1,942
+17% +$149K 0.05% 330
2024
Q4 		$887K Buy
+11,754
New +$906K 0.04% 347

Other funds holding TDV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Gladstone Institutional Advisory's TDV Position: Q2 2025 in Review

Gladstone Institutional Advisory sold out of ProShares S&P Technology Dividend Aristocrats ETF (TDV) in Q2 2025, closing a stake of 13,696 shares — an estimated $998K sold.

Gladstone Institutional Advisory first reported a position in TDV in Q4 2024 and held it in 2 quarters. The position peaked at $998K in Q1 2025. 71 funds tracked by Wall St. Rank hold TDV as of Q2 2025.

  • Gladstone Institutional Advisory reported no remaining ProShares S&P Technology Dividend Aristocrats ETF position as of Q2 2025 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 13,696 ProShares S&P Technology Dividend Aristocrats ETF shares in Q2 2025, an estimated $998K.
  • Gladstone Institutional Advisory first reported a position in ProShares S&P Technology Dividend Aristocrats ETF in Q4 2024 and held it in 2 quarters.
  • Gladstone Institutional Advisory's ProShares S&P Technology Dividend Aristocrats ETF position peaked at $998K in Q1 2025.
  • 71 funds tracked by Wall St. Rank held ProShares S&P Technology Dividend Aristocrats ETF as of Q2 2025.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2025, filed 12 Aug 2025.