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Prosperity Financial Group’s Gladstone Investment Corp GAIN Stock Holding History

Prosperity Financial Group’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 		$243K Hold
15,700
– – 0.08% 172
2026
Q1 		$223K Sell
15,700
-300
-2% -$4.18K 0.08% 172
2025
Q4 		$224K Sell
16,000
-3,400
-18% -$47.1K 0.08% 164
2025
Q3 		$268K Sell
19,400
-5,300
-21% -$74.7K 0.1% 141
2025
Q2 		$352K Sell
24,700
-7,050
-22% -$98.5K 0.15% 120
2025
Q1 		$424K Sell
31,750
-2,350
-7% -$31.5K 0.21% 99
2024
Q4 		$452K Sell
34,100
-2,450
-7% -$33.5K 0.23% 96
2024
Q3 		$528K Buy
36,550
+400
+1% +$5.39K 0.3% 85
2024
Q2 		$505K Sell
36,150
-650
-2% -$9.13K 0.32% 74
2024
Q1 		$524K Sell
36,800
-250
-0.7% -$3.55K 0.32% 75
2023
Q4 		$524K Hold
37,050
– – 0.36% 60
2023
Q3 		$472K Sell
37,050
-1,600
-4% -$20.9K 0.39% 57
2023
Q2 		$504K Sell
38,650
-2,648
-6% -$34.8K 0.44% 54
2023
Q1 		$547K Sell
41,298
-942
-2% -$12.7K 0.55% 46
2022
Q4 		$545K Buy
+42,240
New +$557K 0.59% 42

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MW
Melia Wealth Tulsa, Oklahoma $174M AUM 9.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Two Sigma Investments
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
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Prosperity Financial Group's GAIN Position: Q2 2026 in Review

Prosperity Financial Group held its Gladstone Investment Corp (GAIN) position steady in Q2 2026 at 15,700 shares worth $243K. The position accounts for 0.08% of the portfolio, ranked #172.

Prosperity Financial Group first reported a position in GAIN in Q4 2022 and has held it in 15 quarters since. The position peaked at $547K in Q1 2023. 94 funds tracked by Wall St. Rank hold GAIN as of Q2 2026.

  • Prosperity Financial Group held 15,700 shares of Gladstone Investment Corp worth $243K as of Q2 2026.
  • Prosperity Financial Group left its Gladstone Investment Corp share count unchanged in Q2 2026.
  • Gladstone Investment Corp made up 0.08% of Prosperity Financial Group's portfolio in Q2 2026, its #172 holding.
  • Prosperity Financial Group first reported a position in Gladstone Investment Corp in Q4 2022 and has held it in 15 quarters since.
  • Prosperity Financial Group's Gladstone Investment Corp position peaked at $547K in Q1 2023.
  • 94 funds tracked by Wall St. Rank held Gladstone Investment Corp as of Q2 2026.

Based on Prosperity Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.