IFG Advisory’s Prospect Capital PSEC Stock Holding History

IFG Advisory’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	$9.24K	Buy	+4,000	New	+$9.85K	﹤0.01%	1855
2025 Q4	–	Sell	-19,120	Closed	-$52.6K	–	792
2025 Q3	$52.6K	Buy	19,120 +75	+0.4%	+$224	﹤0.01%	760
2025 Q2	$60.6K	Sell	19,045 -14,150	-43%	-$49.2K	﹤0.01%	734
2025 Q1	$136K	Buy	+33,195	New	+$143K	0.01%	667
2024 Q4	–	Sell	-36,195	Closed	-$194K	–	682
2024 Q3	$194K	Hold	36,195	–	–	0.01%	368
2024 Q2	$200K	Buy	36,195 +3,000	+9%	+$16.5K	0.01%	603
2024 Q1	$183K	Sell	33,195 -3,000	-8%	-$17.3K	0.01%	353
2023 Q4	$217K	Hold	36,195	–	–	0.02%	543
2023 Q3	$219K	Hold	36,195	–	–	0.02%	502
2023 Q2	$224K	Buy	36,195 +17,149	+90%	+$110K	0.02%	303
2023 Q1	$133K	Buy	19,046 +1	+0%	+$7	0.01%	498
2022 Q4	$133K	Buy	19,045 +7,000	+58%	+$50.3K	0.01%	476
2022 Q3	$74K	Sell	12,045 -3,000	-20%	-$22.4K	0.01%	505
2022 Q2	$104K	Buy	15,045 +3,000	+25%	+$23K	0.01%	451
2022 Q1	$99K	Buy	+12,045	New	+$100K	0.01%	482

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

IFG Advisory's PSEC Position: Q2 2026 in Review

IFG Advisory opened a new position in Prospect Capital (PSEC) in Q2 2026: 4,000 shares worth $9.24K. The stake represents ﹤0.01% of the portfolio and ranks #1855 among its holdings. This is a return to the name: IFG Advisory previously reported a position in PSEC as recently as Q3 2025.

IFG Advisory first reported a position in PSEC in Q1 2022 and has held it in 15 quarters since. The position peaked at $224K in Q2 2023. 204 funds tracked by Wall St. Rank hold PSEC as of Q2 2026.

IFG Advisory held 4,000 shares of Prospect Capital worth $9.24K as of Q2 2026.
Prospect Capital was a new IFG Advisory position in Q2 2026.
Prospect Capital made up ﹤0.01% of IFG Advisory's portfolio in Q2 2026, its #1855 holding.
IFG Advisory first reported a position in Prospect Capital in Q1 2022 and has held it in 15 quarters since.
IFG Advisory's Prospect Capital position peaked at $224K in Q2 2023.
204 funds tracked by Wall St. Rank held Prospect Capital as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.