Gladstone Institutional Advisory Llc Q2 2026 Portfolio Activity: Significant Buys & One Notable Sell
This report summarizes observable investment activity by Gladstone Institutional Advisory Llc during the second quarter of 2026, highlighting key purchases and sales based on disclosed holdings changes.
As reported for the period ending June 30th, 2026 (Q2), Gladstone Institutional Advisory Llc, a prominent investor entity, demonstrated active portfolio management through specific changes in its holdings. The analysis focuses on the significant shifts observed during this quarter.
Among the most striking activities was the initiation of new positions or substantial increases in existing ones for several exchange-traded funds (ETFs). Gladstone notably increased its stake in FIRST TR EXCHNG TRADED FD VI by 33.87%, adding a considerable number of shares. Similarly, the investor significantly boosted their position in SPDR SERIES TRUST, achieving a nearly 10.9% increase in holdings.
Furthermore, Gladstone established new positions during Q2 with notable purchases of several ETFs. The investor acquired shares of VANGUARD INDEX FDS, adding a position that now contributes 0.53% to the portfolio, representing an approximately 512.86% increase from the previous quarter. Another new addition was VANGUARD WORLD FD, which gained a small allocation of about 0.34%. The investor also entered into positions for VANGUARD INDEX FDS (VO) and INVESCO EXCH TRADED FD TR II, although the latter's allocation percentage is not provided in the changed holdings data.
In addition to these increases, Gladstone also initiated positions for other ETFs during Q2. These include INVESCO EXCH TRADED FD TR II (GOVI), adding a position worth approximately 0.13% of the portfolio, and INNOVATOR ETFS TRUST, acquiring shares that now represent about 0.1%. The investor also added to their holdings in INVESCO ACTIVELY MANAGED EXC (GSY), increasing the allocation by roughly 24.22%, and purchased shares of COLUMBIA ETF TR I, adding a position worth approximately 0.73%.
Conversely, Gladstone disposed of some holdings during the quarter. The most significant exit was from SPDR SERIES TRUST, specifically SPYV, which saw a reduction in its position by 12.8%. This change is detailed within the changed holdings data.
Regarding other sectors or specific stocks mentioned elsewhere in their portfolio breakdown (like Technology), no significant changes are disclosed in this particular filing's 'changed_holdings' section for Q2 2026.