Institute for Wealth Management’s Prospect Capital PSEC Stock Holding History

Institute for Wealth Management’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	$3.29K	Buy	+1,424	New	+$3.51K	﹤0.01%	1519

Other funds holding PSEC

PMG

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

IFG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

GraniteShares Advisors New York $156M AUM 1.58% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Naviter Wealth Little Rock, Arkansas $1.1B AUM 33.28% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

1WA

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return

Institute for Wealth Management's PSEC Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Prospect Capital (PSEC) in Q2 2026: 1,424 shares worth $3.29K. The stake represents ﹤0.01% of the portfolio and ranks #1519 among its holdings.

117 funds tracked by Wall St. Rank hold PSEC as of Q2 2026.

Institute for Wealth Management held 1,424 shares of Prospect Capital worth $3.29K as of Q2 2026.
Prospect Capital was a new Institute for Wealth Management position in Q2 2026.
Prospect Capital made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1519 holding.
117 funds tracked by Wall St. Rank held Prospect Capital as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.