Moneta Group Investment Advisors’s Prospect Capital PSEC Stock Holding History

Moneta Group Investment 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	–	Sell	-12,253	Closed	-$32K	–	910
2026 Q1	$32K	Sell	12,253 -700	-5%	-$1.92K	﹤0.01%	800
2025 Q4	$33.5K	Hold	12,953	–	–	﹤0.01%	802
2025 Q3	$35.6K	Buy	12,953 +400	+3%	+$1.2K	﹤0.01%	782
2025 Q2	$39.9K	Buy	12,553 +201	+2%	+$698	﹤0.01%	695
2025 Q1	$50.6K	Buy	12,352 +100	+0.8%	+$430	﹤0.01%	656
2024 Q4	$52.8K	Hold	12,252	–	–	﹤0.01%	653
2024 Q3	$65.5K	Sell	12,252 -700	-5%	-$3.71K	﹤0.01%	638
2024 Q2	$71.6K	Hold	12,952	–	–	﹤0.01%	597
2024 Q1	$71.5K	Buy	12,952 +201	+2%	+$1.16K	﹤0.01%	592
2023 Q4	$76.4K	Buy	12,751 +4	+0%	+$23	﹤0.01%	546
2023 Q3	$77.1K	Sell	12,747 -50	-0.4%	-$312	﹤0.01%	510
2023 Q2	$79.3K	Buy	12,797 +100	+0.8%	+$643	﹤0.01%	531
2023 Q1	$88.4K	Buy	+12,697	New	+$92.2K	﹤0.01%	515

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

Moneta Group Investment Advisors's PSEC Position: Q2 2026 in Review

Moneta Group Investment Advisors sold out of Prospect Capital (PSEC) in Q2 2026, closing a stake of 12,253 shares — an estimated $32K sold.

Moneta Group Investment Advisors first reported a position in PSEC in Q1 2023 and held it in 13 quarters. The position peaked at $88.4K in Q1 2023. 204 funds tracked by Wall St. Rank hold PSEC as of Q2 2026.

Moneta Group Investment Advisors reported no remaining Prospect Capital position as of Q2 2026 after selling out during the quarter.
Moneta Group Investment Advisors sold 12,253 Prospect Capital shares in Q2 2026, an estimated $32K.
Moneta Group Investment Advisors first reported a position in Prospect Capital in Q1 2023 and held it in 13 quarters.
Moneta Group Investment Advisors's Prospect Capital position peaked at $88.4K in Q1 2023.
204 funds tracked by Wall St. Rank held Prospect Capital as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.