Creative Financial Designs’s Gladstone Investment Corp GAIN Stock Holding History

Creative Financial Designs’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	$8.52K	Hold	600	–	–	﹤0.01%	1454
2025 Q4	$8.38K	Hold	600	–	–	﹤0.01%	1395
2025 Q3	$8.29K	Hold	600	–	–	﹤0.01%	1410
2025 Q2	$8.56K	Hold	600	–	–	﹤0.01%	1384
2025 Q1	$8.02K	Hold	600	–	–	﹤0.01%	1348
2024 Q4	$7.95K	Hold	600	–	–	﹤0.01%	1311
2024 Q3	$8.67K	Hold	600	–	–	﹤0.01%	1240
2024 Q2	$8.39K	Hold	600	–	–	﹤0.01%	1200
2024 Q1	$8.54K	Hold	600	–	–	﹤0.01%	1188
2023 Q4	$8.49K	Hold	600	–	–	﹤0.01%	1142
2023 Q3	$7.64K	Hold	600	–	–	﹤0.01%	1097
2023 Q2	$7.82K	Hold	600	–	–	﹤0.01%	1085
2023 Q1	$7.95K	Buy	+600	New	+$8.09K	﹤0.01%	1013

Other funds holding GAIN

Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Outfitter Financial Brunswick, Maine $129M AUM 25.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Creative Financial Designs's GAIN Position: Q1 2026 in Review

Creative Financial Designs held its Gladstone Investment Corp (GAIN) position steady in Q1 2026 at 600 shares worth $8.52K. The position accounts for ﹤0.01% of the portfolio, ranked #1454.

Creative Financial Designs first reported a position in GAIN in Q1 2023 and has held it in 13 quarters since. The position peaked at $8.67K in Q3 2024. 90 funds tracked by Wall St. Rank hold GAIN as of Q1 2026.

Creative Financial Designs held 600 shares of Gladstone Investment Corp worth $8.52K as of Q1 2026.
Creative Financial Designs left its Gladstone Investment Corp share count unchanged in Q1 2026.
Gladstone Investment Corp made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #1454 holding.
Creative Financial Designs first reported a position in Gladstone Investment Corp in Q1 2023 and has held it in 13 quarters since.
Creative Financial Designs's Gladstone Investment Corp position peaked at $8.67K in Q3 2024.
90 funds tracked by Wall St. Rank held Gladstone Investment Corp as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.