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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

GJL

Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

IFG

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

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.