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 Q2	$9.28K	Hold	600	–	–	﹤0.01%	1532
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

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Melia Wealth Tulsa, Oklahoma $174M AUM 9.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

CCPM

Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Creative Financial Designs's GAIN Position: Q2 2026 in Review

Creative Financial Designs held its Gladstone Investment Corp (GAIN) position steady in Q2 2026 at 600 shares worth $9.28K. The position accounts for ﹤0.01% of the portfolio, ranked #1532.

Creative Financial Designs first reported a position in GAIN in Q1 2023 and has held it in 14 quarters since. 93 funds tracked by Wall St. Rank hold GAIN as of Q2 2026.

Creative Financial Designs held 600 shares of Gladstone Investment Corp worth $9.28K as of Q2 2026.
Creative Financial Designs left its Gladstone Investment Corp share count unchanged in Q2 2026.
Gladstone Investment Corp made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1532 holding.
Creative Financial Designs first reported a position in Gladstone Investment Corp in Q1 2023 and has held it in 14 quarters since.
93 funds tracked by Wall St. Rank held Gladstone Investment Corp as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.