Creative Planning’s Prospect Capital PSEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $476K | Sell |
182,353
-13,714
| -7% | -$37.6K | ﹤0.01% | 3066 |
|
|
2025
Q4 | $508K | Buy |
196,067
+6,731
| +4% | +$18K | ﹤0.01% | 2829 |
|
|
2025
Q3 | $521K | Buy |
189,336
+872
| +0.5% | +$2.61K | ﹤0.01% | 2684 |
|
|
2025
Q2 | $599K | Buy |
188,464
+24,539
| +15% | +$85.3K | ﹤0.01% | 2301 |
|
|
2025
Q1 | $672K | Sell |
163,925
-5,781
| -3% | -$24.9K | ﹤0.01% | 2041 |
|
|
2024
Q4 | $731K | Buy |
169,706
+903
| +0.5% | +$4.33K | ﹤0.01% | 1894 |
|
|
2024
Q3 | $903K | Sell |
168,803
-7,150
| -4% | -$37.9K | ﹤0.01% | 1595 |
|
|
2024
Q2 | $973K | Buy |
175,953
+139,842
| +387% | +$768K | ﹤0.01% | 1418 |
|
|
2024
Q1 | $199K | Buy |
36,111
+4,947
| +16% | +$28.5K | ﹤0.01% | 2568 |
|
|
2023
Q4 | $187K | Sell |
31,164
-39,251
| -56% | -$226K | ﹤0.01% | 2458 |
|
|
2023
Q3 | $426K | Buy |
70,415
+13,898
| +25% | +$86.6K | ﹤0.01% | 1663 |
|
|
2023
Q2 | $350K | Buy |
56,517
+13,952
| +33% | +$89.7K | ﹤0.01% | 1788 |
|
|
2023
Q1 | $296K | Sell |
42,565
-1,163
| -3% | -$8.45K | ﹤0.01% | 1832 |
|
|
2022
Q4 | $306K | Buy |
43,728
+8,747
| +25% | +$62.9K | ﹤0.01% | 1718 |
|
|
2022
Q3 | $217K | Buy |
34,981
+4,583
| +15% | +$34.2K | ﹤0.01% | 1857 |
|
|
2022
Q2 | $212K | Buy |
30,398
+13,296
| +78% | +$102K | ﹤0.01% | 1840 |
|
|
2022
Q1 | $142K | Sell |
17,102
-12,925
| -43% | -$108K | ﹤0.01% | 1941 |
|
|
2021
Q4 | $253K | Buy |
30,027
+7,692
| +34% | +$64.7K | ﹤0.01% | 1733 |
|
|
2021
Q3 | $172K | Buy |
22,335
+1,349
| +6% | +$10.9K | ﹤0.01% | 1886 |
|
|
2021
Q2 | $176K | Sell |
20,986
-43,107
| -67% | -$360K | ﹤0.01% | 1814 |
|
|
2021
Q1 | $492K | Buy |
64,093
+2,932
| +5% | +$20.2K | ﹤0.01% | 1453 |
|
|
2020
Q4 | $331K | Buy |
61,161
+7,595
| +14% | +$40K | ﹤0.01% | 1556 |
|
|
2020
Q3 | $269K | Sell |
53,566
-4,104
| -7% | -$20.6K | ﹤0.01% | 1491 |
|
|
2020
Q2 | $295K | Sell |
57,670
-4,268
| -7% | -$20K | ﹤0.01% | 1314 |
|
|
2020
Q1 | $263K | Buy |
61,938
+1,230
| +2% | +$7.26K | ﹤0.01% | 1233 |
|
|
2019
Q4 | $391K | Sell |
60,708
-3,825
| -6% | -$24.9K | ﹤0.01% | 1246 |
|
|
2019
Q3 | $425K | Sell |
64,533
-485
| -0.7% | -$3.2K | ﹤0.01% | 1158 |
|
|
2019
Q2 | $425K | Sell |
65,018
-7,513
| -10% | -$49.7K | ﹤0.01% | 1167 |
|
|
2019
Q1 | $473K | Sell |
72,531
-1,779
| -2% | -$11.8K | ﹤0.01% | 1056 |
|
|
2018
Q4 | $469K | Buy |
74,310
+13,605
| +22% | +$91.9K | ﹤0.01% | 999 |
|
|
2018
Q3 | $445K | Buy |
60,705
+8,714
| +17% | +$61.6K | ﹤0.01% | 1151 |
|
|
2018
Q2 | $349K | Sell |
51,991
-73,050
| -58% | -$485K | ﹤0.01% | 1271 |
|
|
2018
Q1 | $819K | Buy |
125,041
+6,478
| +5% | +$43.3K | ﹤0.01% | 841 |
|
|
2017
Q4 | $799K | Sell |
118,563
-22,425
| -16% | -$146K | ﹤0.01% | 842 |
|
|
2017
Q3 | $947K | Sell |
140,988
-25,135
| -15% | -$188K | ﹤0.01% | 740 |
|
|
2017
Q2 | $1.35M | Buy |
166,123
+4,447
| +3% | +$38.1K | 0.01% | 564 |
|
|
2017
Q1 | $1.46M | Sell |
161,676
-22,714
| -12% | -$204K | 0.01% | 533 |
|
|
2016
Q4 | $1.54M | Buy |
184,390
+87
| +0% | +$698 | 0.01% | 481 |
|
|
2016
Q3 | $1.49M | Sell |
184,303
-63,582
| -26% | -$525K | 0.01% | 464 |
|
|
2016
Q2 | $1.94M | Sell |
247,885
-14,661
| -6% | -$110K | 0.01% | 338 |
|
|
2016
Q1 | $1.91M | Buy |
262,546
+57,460
| +28% | +$382K | 0.01% | 325 |
|
|
2015
Q4 | $1.43M | Buy |
205,086
+44,526
| +28% | +$323K | 0.01% | 391 |
|
|
2015
Q3 | $1.15M | Sell |
160,560
-17,753
| -10% | -$132K | 0.01% | 443 |
|
|
2015
Q2 | $1.31M | Sell |
178,313
-8,675
| -5% | -$69.7K | 0.01% | 393 |
|
|
2015
Q1 | $1.58M | Buy |
186,988
+3,370
| +2% | +$28.8K | 0.01% | 334 |
|
|
2014
Q4 | $1.52M | Buy |
183,618
+74,601
| +68% | +$688K | 0.02% | 335 |
|
|
2014
Q3 | $1.08M | Buy |
109,017
+22,522
| +26% | +$238K | 0.01% | 375 |
|
|
2014
Q2 | $919K | Buy |
86,495
+14,539
| +20% | +$151K | 0.01% | 416 |
|
|
2014
Q1 | $777K | Buy |
71,956
+1,368
| +2% | +$15.1K | 0.01% | 451 |
|
|
2013
Q4 | $792K | Buy |
70,588
+16,713
| +31% | +$188K | 0.01% | 368 |
|
|
2013
Q3 | $602K | Buy |
53,875
+10,159
| +23% | +$113K | 0.01% | 395 |
|
|
2013
Q2 | $472K | Buy |
+43,716
| New | +$468K | 0.01% | 422 |
|
Other funds holding PSEC
PMG
GJL
IFG
PAG
Creative Planning's PSEC Position: Q1 2026 in Review
Creative Planning reduced its Prospect Capital (PSEC) stake by 7% in Q1 2026, selling an estimated $37.6K and leaving 182,353 shares worth $476K. The position accounts for ﹤0.01% of the portfolio, ranked #3066.
Creative Planning first reported a position in PSEC in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.94M in Q2 2016. 218 funds tracked by Wall St. Rank hold PSEC as of Q1 2026.
- Creative Planning held 182,353 shares of Prospect Capital worth $476K as of Q1 2026.
- Creative Planning sold 13,714 Prospect Capital shares in Q1 2026, an estimated $37.6K.
- Prospect Capital made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3066 holding.
- Creative Planning first reported a position in Prospect Capital in Q2 2013 and has held it in 52 quarters since.
- Creative Planning's Prospect Capital position peaked at $1.94M in Q2 2016.
- 218 funds tracked by Wall St. Rank held Prospect Capital as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.