JNBA Financial Advisors’s Gladstone Investment Corp GAIN Stock Holding History

JNBA Financial Advisors’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	$1.72K	Buy	+111	New	+$1.74K	﹤0.01%	732
2025 Q1	–	Sell	-455	Closed	-$6.03K	–	661
2024 Q4	$6.03K	Hold	455	–	–	﹤0.01%	520
2024 Q3	$6.58K	Buy	+455	New	+$6.13K	﹤0.01%	516
2022 Q4	–	Sell	-393	Closed	-$5K	–	681
2022 Q3	$5K	Hold	393	–	–	﹤0.01%	528
2022 Q2	$6K	Hold	393	–	–	﹤0.01%	542
2022 Q1	$6K	Hold	393	–	–	﹤0.01%	544
2021 Q4	$7K	Hold	393	–	–	﹤0.01%	559
2021 Q3	$5K	Buy	+393	New	+$5.7K	﹤0.01%	585

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 $1.96B AUM 19.12% 1-Year Est. Return

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

JNBA Financial Advisors's GAIN Position: Q2 2026 in Review

JNBA Financial Advisors opened a new position in Gladstone Investment Corp (GAIN) in Q2 2026: 111 shares worth $1.72K. The stake represents ﹤0.01% of the portfolio and ranks #732 among its holdings. This is a return to the name: JNBA Financial Advisors previously reported a position in GAIN as recently as Q4 2024.

JNBA Financial Advisors first reported a position in GAIN in Q3 2021 and has held it in 8 quarters since. The position peaked at $7K in Q4 2021. 93 funds tracked by Wall St. Rank hold GAIN as of Q2 2026.

JNBA Financial Advisors held 111 shares of Gladstone Investment Corp worth $1.72K as of Q2 2026.
Gladstone Investment Corp was a new JNBA Financial Advisors position in Q2 2026.
Gladstone Investment Corp made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #732 holding.
JNBA Financial Advisors first reported a position in Gladstone Investment Corp in Q3 2021 and has held it in 8 quarters since.
JNBA Financial Advisors's Gladstone Investment Corp position peaked at $7K in Q4 2021.
93 funds tracked by Wall St. Rank held Gladstone Investment Corp as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.