Gladstone Institutional Advisory’s VictoryShares US Multi-Factor Minimum Volatility ETF VSMV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-10,377	Closed	-$305K	–	294
2019 Q1	$305K	Sell	10,377 -183	-2%	-$5.2K	0.11%	151
2018 Q4	$281K	Buy	+10,560	New	+$302K	0.16%	133

Other funds holding VSMV

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

SMC

Smith, Moore & Co Clayton, Missouri $1.37B AUM 20.02% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Gladstone Institutional Advisory's VSMV Position: Q2 2019 in Review

Gladstone Institutional Advisory sold out of VictoryShares US Multi-Factor Minimum Volatility ETF (VSMV) in Q2 2019, closing a stake of 10,377 shares — an estimated $305K sold.

Gladstone Institutional Advisory first reported a position in VSMV in Q4 2018 and held it in 2 quarters. The position peaked at $305K in Q1 2019. 14 funds tracked by Wall St. Rank hold VSMV as of Q2 2019.

Gladstone Institutional Advisory reported no remaining VictoryShares US Multi-Factor Minimum Volatility ETF position as of Q2 2019 after selling out during the quarter.
Gladstone Institutional Advisory sold 10,377 VictoryShares US Multi-Factor Minimum Volatility ETF shares in Q2 2019, an estimated $305K.
Gladstone Institutional Advisory first reported a position in VictoryShares US Multi-Factor Minimum Volatility ETF in Q4 2018 and held it in 2 quarters.
Gladstone Institutional Advisory's VictoryShares US Multi-Factor Minimum Volatility ETF position peaked at $305K in Q1 2019.
14 funds tracked by Wall St. Rank held VictoryShares US Multi-Factor Minimum Volatility ETF as of Q2 2019.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2019, filed 14 Aug 2019.