Cetera Investment Advisers
GLAD icon

Cetera Investment Advisers’s Gladstone Capital GLAD Stock Holding History

Cetera Investment Advisers’s Portfolio GLAD Stock Details GLAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$561K Buy
28,901
+11
+0% +$208 ﹤0.01% 3589
2026
Q1 		$501K Sell
28,890
-6,335
-18% -$121K ﹤0.01% 3517
2025
Q4 		$728K Sell
35,225
-1,509
-4% -$30.5K ﹤0.01% 3114
2025
Q3 		$803K Buy
36,734
+15,517
+73% +$408K ﹤0.01% 2971
2025
Q2 		$572K Buy
21,217
+6,385
+43% +$165K ﹤0.01% 2852
2025
Q1 		$407K Buy
14,832
+534
+4% +$15.2K ﹤0.01% 3013
2024
Q4 		$407K Sell
14,298
-17,840
-56% -$462K ﹤0.01% 2853
2024
Q3 		$773K Buy
32,138
+2,213
+7% +$51.5K ﹤0.01% 2305
2024
Q2 		$696K Buy
+29,925
New +$653K ﹤0.01% 2341

Other funds holding GLAD

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83.4M AUM 16.76% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $521M AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers's GLAD Position: Q2 2026 in Review

Cetera Investment Advisers increased its Gladstone Capital (GLAD) stake by 0.04% in Q2 2026, buying an estimated $208 and bringing the position to 28,901 shares worth $561K. The position accounts for ﹤0.01% of the portfolio, ranked #3589.

Cetera Investment Advisers first reported a position in GLAD in Q2 2024 and has held it in 9 quarters since. The position peaked at $803K in Q3 2025. 77 funds tracked by Wall St. Rank hold GLAD as of Q2 2026.

  • Cetera Investment Advisers held 28,901 shares of Gladstone Capital worth $561K as of Q2 2026.
  • Cetera Investment Advisers bought 11 Gladstone Capital shares in Q2 2026, an estimated $208.
  • Gladstone Capital made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #3589 holding.
  • Cetera Investment Advisers first reported a position in Gladstone Capital in Q2 2024 and has held it in 9 quarters since.
  • Cetera Investment Advisers's Gladstone Capital position peaked at $803K in Q3 2025.
  • 77 funds tracked by Wall St. Rank held Gladstone Capital as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.