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
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 $133B AUM 72.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83M AUM 14.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return