IA
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IFP Advisors’s Gladstone Capital GLAD Stock Holding History

IFP Advisors’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 		$781 Buy
45
+1
+2% +$19 ﹤0.01% 4295
2025
Q4 		$909 Buy
44
+1
+2% +$20 ﹤0.01% 4104
2025
Q3 		$940 Buy
43
+1
+2% +$26 ﹤0.01% 3985
2025
Q2 		$1.15K Buy
+42
New +$1.09K ﹤0.01% 4174
2023
Q2 		– Sell
-500
Closed -$9.11K – 3501
2023
Q1 		$9.11K Hold
500
– – ﹤0.01% 2328
2022
Q4 		$9K Hold
500
– – ﹤0.01% 3447
2022
Q3 		$9K Hold
500
– – ﹤0.01% 3713
2022
Q2 		$9K Hold
500
– – ﹤0.01% 3465
2022
Q1 		$9K Buy
+500
New +$11.2K ﹤0.01% 3465
2018
Q2 		– Sell
-2
Closed – – 3944
2018
Q1 		$0 Hold
2
– – ﹤0.01% 3781
2017
Q4 		$0 Sell
2
-3,998
-100% -$77K ﹤0.01% 3919
2017
Q3 		$76K Hold
4,000
– – ﹤0.01% 1714
2017
Q2 		$79K Hold
4,000
– – ﹤0.01% 1671
2017
Q1 		$76K Hold
4,000
– – ﹤0.01% 1677
2016
Q4 		$75K Hold
4,000
– – ﹤0.01% 1631
2016
Q3 		$65K Buy
4,000
+100
+3% +$1.63K ﹤0.01% 1643
2016
Q2 		$56K Buy
+3,900
New +$56.7K ﹤0.01% 1702
2016
Q1 		– Sell
-4,650
Closed -$68K – 2783
2015
Q4 		$68K Buy
+4,650
New +$78K ﹤0.01% 1418

Other funds holding GLAD

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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