Creative Financial Designs’s Gladstone Capital GLAD Stock Holding History

Creative Financial Designs’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
2024 Q4	–	Sell	-124	Closed	-$2.98K	–	1806
2024 Q3	$2.98K	Hold	124	–	–	﹤0.01%	1477
2024 Q2	$2.88K	Hold	124	–	–	﹤0.01%	1432
2024 Q1	$2.66K	Hold	124	–	–	﹤0.01%	1439
2023 Q4	$2.65K	Buy	+124	New	+$2.48K	﹤0.01%	1384
2017 Q3	–	Sell	-2	Closed	–	–	768
2017 Q2	$0	Hold	2	–	–	﹤0.01%	789
2017 Q1	$0	Buy	+2	New	+$37	﹤0.01%	779

Other funds holding GLAD

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

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

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

DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

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

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

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

Creative Financial Designs's GLAD Position: Q4 2024 in Review

Creative Financial Designs sold out of Gladstone Capital (GLAD) in Q4 2024, closing a stake of 124 shares — an estimated $2.98K sold.

Creative Financial Designs first reported a position in GLAD in Q1 2017 and held it in 6 quarters. The position peaked at $2.98K in Q3 2024. 78 funds tracked by Wall St. Rank hold GLAD as of Q4 2024.

Creative Financial Designs reported no remaining Gladstone Capital position as of Q4 2024 after selling out during the quarter.
Creative Financial Designs sold 124 Gladstone Capital shares in Q4 2024, an estimated $2.98K.
Creative Financial Designs first reported a position in Gladstone Capital in Q1 2017 and held it in 6 quarters.
Creative Financial Designs's Gladstone Capital position peaked at $2.98K in Q3 2024.
78 funds tracked by Wall St. Rank held Gladstone Capital as of Q4 2024.

Based on Creative Financial Designs's 13F filing for Q4 2024, filed 10 Feb 2025.