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Activest Wealth Management’s Prospect Capital PSEC Stock Holding History

Activest Wealth Management’s Portfolio PSEC Stock Details PSEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-3,300
Closed -$8.61K – 1465
2026
Q1 		$8.61K Buy
3,300
+1,000
+43% +$2.74K ﹤0.01% 716
2025
Q4 		$5.96K Sell
2,300
-1,000
-30% -$2.67K ﹤0.01% 741
2025
Q3 		$9.07K Hold
3,300
– – ﹤0.01% 525
2025
Q2 		$10.5K Hold
3,300
– – ﹤0.01% 418
2025
Q1 		$13.5K Hold
3,300
– – ﹤0.01% 347
2024
Q4 		$14.2K Hold
3,300
– – ﹤0.01% 282
2024
Q3 		$17.7K Buy
3,300
+1,000
+43% +$5.31K 0.01% 262
2024
Q2 		$12.7K Buy
+2,300
New +$12.6K ﹤0.01% 284

Other funds holding PSEC

PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
GC
GatePass Capital Independence, Ohio $263M AUM 39.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
TIA
TCFG Investment Advisors Laguna Niguel, California $297M AUM
FWP
Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return

Activest Wealth Management's PSEC Position: Q2 2026 in Review

Activest Wealth Management sold out of Prospect Capital (PSEC) in Q2 2026, closing a stake of 3,300 shares — an estimated $8.61K sold.

Activest Wealth Management first reported a position in PSEC in Q2 2024 and held it in 8 quarters. The position peaked at $17.7K in Q3 2024. 70 funds tracked by Wall St. Rank hold PSEC as of Q2 2026.

  • Activest Wealth Management reported no remaining Prospect Capital position as of Q2 2026 after selling out during the quarter.
  • Activest Wealth Management sold 3,300 Prospect Capital shares in Q2 2026, an estimated $8.61K.
  • Activest Wealth Management first reported a position in Prospect Capital in Q2 2024 and held it in 8 quarters.
  • Activest Wealth Management's Prospect Capital position peaked at $17.7K in Q3 2024.
  • 70 funds tracked by Wall St. Rank held Prospect Capital as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.