Creative Planning’s Prospect Capital PSEC Stock Holding History

Creative Planning’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
2015 Q3	–	Sell	-21,000	Closed	-$1K	–	4341
2015 Q2	$1K	Buy	+21,000	New	+$169K	﹤0.01%	1104
2015 Q1	–	Sell	-30,100	Closed	-$4K	–	4365
2014 Q4	$4K	Buy	+30,100	New	+$278K	﹤0.01%	3611

Other funds holding PSEC

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

GJL

Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Creative Planning's PSEC Position: Q2 2026 in Review

Creative Planning reduced its Prospect Capital (PSEC) stake by 74% in Q2 2026, selling an estimated $334K and leaving 46,845 shares worth $108K. The position accounts for ﹤0.01% of the portfolio, ranked #4029.

Creative Planning first reported a position in PSEC in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.94M in Q2 2016. 205 funds tracked by Wall St. Rank hold PSEC as of Q2 2026.

Creative Planning held 46,845 shares of Prospect Capital worth $108K as of Q2 2026.
Creative Planning sold 135,508 Prospect Capital shares in Q2 2026, an estimated $334K.
Prospect Capital made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #4029 holding.
Creative Planning first reported a position in Prospect Capital in Q2 2013 and has held it in 53 quarters since.
Creative Planning's Prospect Capital position peaked at $1.94M in Q2 2016.
205 funds tracked by Wall St. Rank held Prospect Capital as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.