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Ethos Financial Group’s Prospect Capital PSEC Stock Holding History

Ethos Financial Group’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 		$85.7K Sell
37,103
-3,356
-8% -$8.27K 0.01% 617
2026
Q1 		$105K Hold
40,459
– – 0.01% 515
2025
Q4 		$105K Sell
40,459
-2,376
-6% -$6.35K 0.01% 504
2025
Q3 		$118K Sell
42,835
-712
-2% -$2.13K 0.01% 482
2025
Q2 		$138K Buy
43,547
+27
+0.1% +$94 0.01% 441
2025
Q1 		$178K Buy
+43,520
New +$187K 0.02% 398

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

Ethos Financial Group's PSEC Position: Q2 2026 in Review

Ethos Financial Group reduced its Prospect Capital (PSEC) stake by 8.3% in Q2 2026, selling an estimated $8.27K and leaving 37,103 shares worth $85.7K. The position accounts for 0.01% of the portfolio, ranked #617.

Ethos Financial Group first reported a position in PSEC in Q1 2025 and has held it in 6 quarters since. The position peaked at $178K in Q1 2025. 205 funds tracked by Wall St. Rank hold PSEC as of Q2 2026.

  • Ethos Financial Group held 37,103 shares of Prospect Capital worth $85.7K as of Q2 2026.
  • Ethos Financial Group sold 3,356 Prospect Capital shares in Q2 2026, an estimated $8.27K.
  • Prospect Capital made up 0.01% of Ethos Financial Group's portfolio in Q2 2026, its #617 holding.
  • Ethos Financial Group first reported a position in Prospect Capital in Q1 2025 and has held it in 6 quarters since.
  • Ethos Financial Group's Prospect Capital position peaked at $178K in Q1 2025.
  • 205 funds tracked by Wall St. Rank held Prospect Capital as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.