IGGA
SBDS

Iron Gate Global Advisors’s Solo Brands Inc SBDS Stock Holding History

Iron Gate Global Advisors’s Portfolio SBDS Stock Details SBDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-316
Closed -$2.12K – 103
2025
Q1 		$2.12K Hold
316
– – ﹤0.01% 95
2024
Q4 		$14.4K Hold
316
– – ﹤0.01% 87
2024
Q3 		$17.8K Hold
316
– – ﹤0.01% 90
2024
Q2 		$28.8K Hold
316
– – ﹤0.01% 96
2024
Q1 		$26K Hold
316
– – ﹤0.01% 96
2023
Q4 		$77.9K Hold
316
– – 0.02% 95
2023
Q3 		$59.5K Hold
316
– – 0.01% 92
2023
Q2 		$71.6K Hold
316
– – 0.02% 89
2023
Q1 		$90.8K Hold
316
– – 0.02% 83
2022
Q4 		$47.1K Buy
+316
New +$51.6K 0.01% 90
2022
Q3 		– Sell
-316
Closed -$51K – 103
2022
Q2 		$51K Buy
+316
New +$69.1K 0.01% 88

Other funds holding SBDS

EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $32B AUM 32.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Iron Gate Global Advisors's SBDS Position: Q2 2025 in Review

Iron Gate Global Advisors sold out of Solo Brands Inc (SBDS) in Q2 2025, closing a stake of 316 shares — an estimated $2.12K sold.

Iron Gate Global Advisors first reported a position in SBDS in Q2 2022 and held it in 11 quarters. The position peaked at $90.8K in Q1 2023. 6 funds tracked by Wall St. Rank hold SBDS as of Q2 2025.

  • Iron Gate Global Advisors reported no remaining Solo Brands Inc position as of Q2 2025 after selling out during the quarter.
  • Iron Gate Global Advisors sold 316 Solo Brands Inc shares in Q2 2025, an estimated $2.12K.
  • Iron Gate Global Advisors first reported a position in Solo Brands Inc in Q2 2022 and held it in 11 quarters.
  • Iron Gate Global Advisors's Solo Brands Inc position peaked at $90.8K in Q1 2023.
  • 6 funds tracked by Wall St. Rank held Solo Brands Inc as of Q2 2025.

Based on Iron Gate Global Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.