Creative Planning
PSEC icon

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
-20,000
Closed -$2K – 4342
2015
Q2 		$2K Sell
20,000
-12,000
-38% -$96.4K ﹤0.01% 1103
2015
Q1 		$1K Buy
32,000
+19,100
+148% +$163K ﹤0.01% 4057
2014
Q4 		$29K Buy
+12,900
New +$119K ﹤0.01% 2379

Other funds holding PSEC

PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Legal & General Group
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
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Morgan Stanley
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
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.