Kestra Advisory Services’s Gladstone Investment Corp GAIN Stock Holding History

Kestra Advisory Services’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 Q1	–	Sell	-1,870	Closed	-$26.1K	–	3605
2025 Q4	$26.1K	Buy	+1,870	New	+$25.9K	﹤0.01%	4371
2023 Q3	–	Sell	-12,533	Closed	-$163K	–	2157
2023 Q2	$163K	Buy	12,533 +1,000	+9%	+$13.2K	﹤0.01%	1939
2023 Q1	$153K	Hold	11,533	–	–	﹤0.01%	1900
2022 Q4	$149K	Sell	11,533 -1,000	-8%	-$13.2K	﹤0.01%	2082
2022 Q3	$152K	Buy	12,533 +1,000	+9%	+$14.4K	﹤0.01%	1921
2022 Q2	$162K	Sell	11,533 -1,000	-8%	-$15.1K	﹤0.01%	1925
2022 Q1	$202K	Buy	12,533 +1,000	+9%	+$15.7K	﹤0.01%	1849
2021 Q4	$197K	Hold	11,533	–	–	﹤0.01%	1883
2021 Q3	$160K	Hold	11,533	–	–	﹤0.01%	2008
2021 Q2	$166K	Hold	11,533	–	–	﹤0.01%	1901
2021 Q1	$141K	Hold	11,533	–	–	﹤0.01%	1783
2020 Q4	$116K	Buy	+11,533	New	+$110K	﹤0.01%	1773

Other funds holding GAIN

Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

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

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

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

Outfitter Financial Brunswick, Maine $129M AUM 25.5% 1-Year Est. Return

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

Kestra Advisory Services's GAIN Position: Q1 2026 in Review

Kestra Advisory Services sold out of Gladstone Investment Corp (GAIN) in Q1 2026, closing a stake of 1,870 shares — an estimated $26.1K sold.

Kestra Advisory Services first reported a position in GAIN in Q4 2020 and held it in 12 quarters. The position peaked at $202K in Q1 2022. 90 funds tracked by Wall St. Rank hold GAIN as of Q1 2026.

Kestra Advisory Services reported no remaining Gladstone Investment Corp position as of Q1 2026 after selling out during the quarter.
Kestra Advisory Services sold 1,870 Gladstone Investment Corp shares in Q1 2026, an estimated $26.1K.
Kestra Advisory Services first reported a position in Gladstone Investment Corp in Q4 2020 and held it in 12 quarters.
Kestra Advisory Services's Gladstone Investment Corp position peaked at $202K in Q1 2022.
90 funds tracked by Wall St. Rank held Gladstone Investment Corp as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.