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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
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

MW
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OF
Outfitter Financial Brunswick, Maine $129M AUM 25.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

JNBA Financial Advisors's GAIN Position: Q1 2025 in Review

JNBA Financial Advisors sold out of Gladstone Investment Corp (GAIN) in Q1 2025, closing a stake of 455 shares — an estimated $6.03K sold.

JNBA Financial Advisors first reported a position in GAIN in Q3 2021 and held it in 7 quarters. The position peaked at $7K in Q4 2021. 86 funds tracked by Wall St. Rank hold GAIN as of Q1 2025.

  • JNBA Financial Advisors reported no remaining Gladstone Investment Corp position as of Q1 2025 after selling out during the quarter.
  • JNBA Financial Advisors sold 455 Gladstone Investment Corp shares in Q1 2025, an estimated $6.03K.
  • JNBA Financial Advisors first reported a position in Gladstone Investment Corp in Q3 2021 and held it in 7 quarters.
  • JNBA Financial Advisors's Gladstone Investment Corp position peaked at $7K in Q4 2021.
  • 86 funds tracked by Wall St. Rank held Gladstone Investment Corp as of Q1 2025.

Based on JNBA Financial Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.