Kingswood Wealth Advisors’s Prospect Capital PSEC Stock Holding History

Kingswood Wealth Advisors’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	$527K	Buy	+228,091	New	+$562K	0.02%	598

Other funds holding PSEC

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

Commonwealth Equity Services

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

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

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

TCFG Investment Advisors Laguna Niguel, California $297M AUM

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

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

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Kingswood Wealth Advisors's PSEC Position: Q2 2026 in Review

Kingswood Wealth Advisors opened a new position in Prospect Capital (PSEC) in Q2 2026: 228,091 shares worth $527K. The stake represents 0.02% of the portfolio and ranks #598 among its holdings.

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

Kingswood Wealth Advisors held 228,091 shares of Prospect Capital worth $527K as of Q2 2026.
Prospect Capital was a new Kingswood Wealth Advisors position in Q2 2026.
Prospect Capital made up 0.02% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #598 holding.
63 funds tracked by Wall St. Rank held Prospect Capital as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.