Kestra Advisory Services’s Prospect Capital PSEC Stock Holding History

Kestra Advisory Services’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	$378K	Buy	163,473 +85,300	+109%	+$210K	﹤0.01%	2562
2026 Q1	$208K	Buy	78,173 +2,391	+3%	+$6.55K	﹤0.01%	2920
2025 Q4	$196K	Sell	75,782 -314	-0.4%	-$839	﹤0.01%	2903
2025 Q3	$209K	Buy	76,096 +4,042	+6%	+$12.1K	﹤0.01%	2720
2025 Q2	$229K	Buy	72,054 +2,983	+4%	+$10.4K	﹤0.01%	2565
2025 Q1	$283K	Buy	69,071 +549	+0.8%	+$2.36K	﹤0.01%	2201
2024 Q4	$295K	Buy	68,522 +53	+0.1%	+$254	﹤0.01%	2229
2024 Q3	$366K	Sell	68,469 -31,560	-32%	-$167K	﹤0.01%	1975
2024 Q2	$553K	Buy	100,029 +30,696	+44%	+$169K	﹤0.01%	1708
2024 Q1	$383K	Sell	69,333 -1,159	-2%	-$6.67K	﹤0.01%	1839
2023 Q4	$422K	Buy	70,492 +35,744	+103%	+$206K	﹤0.01%	1625
2023 Q3	$210K	Sell	34,748 -9,997	-22%	-$62.3K	﹤0.01%	1907
2023 Q2	$277K	Sell	44,745 -11,198	-20%	-$72K	﹤0.01%	1678
2023 Q1	$389K	Sell	55,943 -13,759	-20%	-$99.9K	﹤0.01%	1415
2022 Q4	$487K	Buy	69,702 +2,116	+3%	+$15.2K	﹤0.01%	1425
2022 Q3	$419K	Sell	67,586 -2,403	-3%	-$17.9K	﹤0.01%	1411
2022 Q2	$489K	Buy	69,989 +12,214	+21%	+$93.8K	0.01%	1343
2022 Q1	$478K	Buy	57,775 +272	+0.5%	+$2.27K	0.01%	1325
2021 Q4	$484K	Sell	57,503 -5,049	-8%	-$42.5K	﹤0.01%	1341
2021 Q3	$482K	Buy	62,552 +11,880	+23%	+$95.8K	﹤0.01%	1403
2021 Q2	$425K	Buy	50,672 +2,151	+4%	+$18K	﹤0.01%	1365
2021 Q1	$372K	Sell	48,521 -22,977	-32%	-$159K	﹤0.01%	1344
2020 Q4	$391K	Buy	71,498 +7,077	+11%	+$37.3K	﹤0.01%	1332
2020 Q3	$324K	Buy	+64,421	New	+$324K	0.01%	1073

Other funds holding PSEC

IFG

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

TIA

TCFG Investment Advisors Laguna Niguel, California $297M AUM

FWP

Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return

KWA

Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

Kestra Advisory Services's PSEC Position: Q2 2026 in Review

Kestra Advisory Services increased its Prospect Capital (PSEC) stake by 109% in Q2 2026, buying an estimated $210K and bringing the position to 163,473 shares worth $378K. The position accounts for ﹤0.01% of the portfolio, ranked #2562.

Kestra Advisory Services first reported a position in PSEC in Q3 2020 and has held it in 24 quarters since. The position peaked at $553K in Q2 2024. 62 funds tracked by Wall St. Rank hold PSEC as of Q2 2026.

Kestra Advisory Services held 163,473 shares of Prospect Capital worth $378K as of Q2 2026.
Kestra Advisory Services bought 85,300 Prospect Capital shares in Q2 2026, an estimated $210K.
Prospect Capital made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2562 holding.
Kestra Advisory Services first reported a position in Prospect Capital in Q3 2020 and has held it in 24 quarters since.
Kestra Advisory Services's Prospect Capital position peaked at $553K in Q2 2024.
62 funds tracked by Wall St. Rank held Prospect Capital as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.