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Gladstone Investment Corporation shares owned by Action Point Financial Planning

Quarter-by-quarter ownership of Gladstone Investment Corporation (GAIN) shares owned by Action Point Financial Planning from 13F filings

Historical chart of Action Point Financial Planning investment in Gladstone Investment Corporation

Tip: Access up to 7 years of quarterly data

All positions including Gladstone Investment Corporation held by Action Point Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Gladstone Investment Corporation by Action Point Financial Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $9.1k 586 15.46

More positions owned by Action Point Financial Planning

Spdr Series Trust St Str P500etf (SPYM)
Alphabet Cap Stk Cl C (GOOG)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Us Small Cap Etf (DFSV)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Pimco Etf Tr Multisector Bd (PYLD)
Schwab Strategic Tr Us Dividend Eq (SCHD)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Dimensional Etf Trust Us High Prof Etf (DUHP)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Action Point Financial Planning

Top funds holding Gladstone Investment Corporation

Van Eck Associates Corp.
Melia Wealth
UBS Group
Two Sigma Investments
Cooper Creek Partners Management
Morgan Stanley
Legal & General Group
Citadel Advisors
Susquehanna International
PFG Advisors
BlackRock
Outfitter Financial
LPL Financial
William Blair $ Company
Davenport & Co

View all funds holding Gladstone Investment Corporation