Cetera Investment Advisers
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Cetera Investment Advisers’s Gladstone Investment Corp GAIN Stock Holding History

Cetera Investment Advisers’s Portfolio GAIN Stock Details GAIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$449K Buy
31,653
+717
+2% +$9.99K ﹤0.01% 3610
2025
Q4 		$432K Sell
30,936
-2,447
-7% -$33.9K ﹤0.01% 3562
2025
Q3 		$461K Buy
33,383
+2,702
+9% +$38.1K ﹤0.01% 3440
2025
Q2 		$438K Buy
30,681
+445
+1% +$6.21K ﹤0.01% 3072
2025
Q1 		$404K Sell
30,236
-4,376
-13% -$58.7K ﹤0.01% 3021
2024
Q4 		$459K Sell
34,612
-2,539
-7% -$34.7K ﹤0.01% 2754
2024
Q3 		$537K Buy
37,151
+18,478
+99% +$249K ﹤0.01% 2599
2024
Q2 		$261K Buy
+18,673
New +$262K ﹤0.01% 3158

Other funds holding GAIN

MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OF
Outfitter Financial Brunswick, Maine $129M AUM 25.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers's GAIN Position: Q1 2026 in Review

Cetera Investment Advisers increased its Gladstone Investment Corp (GAIN) stake by 2.3% in Q1 2026, buying an estimated $9.99K and bringing the position to 31,653 shares worth $449K. The position accounts for ﹤0.01% of the portfolio, ranked #3610.

Cetera Investment Advisers first reported a position in GAIN in Q2 2024 and has held it in 8 quarters since. The position peaked at $537K in Q3 2024. 90 funds tracked by Wall St. Rank hold GAIN as of Q1 2026.

  • Cetera Investment Advisers held 31,653 shares of Gladstone Investment Corp worth $449K as of Q1 2026.
  • Cetera Investment Advisers bought 717 Gladstone Investment Corp shares in Q1 2026, an estimated $9.99K.
  • Gladstone Investment Corp made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #3610 holding.
  • Cetera Investment Advisers first reported a position in Gladstone Investment Corp in Q2 2024 and has held it in 8 quarters since.
  • Cetera Investment Advisers's Gladstone Investment Corp position peaked at $537K in Q3 2024.
  • 90 funds tracked by Wall St. Rank held Gladstone Investment Corp as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.