Prosperity Financial Group’s Sound Point Meridian Capital SPMC Stock Holding History

Prosperity Financial Group’s Portfolio SPMC Stock Details SPMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-10,199	Closed	-$101K	–	206
2026 Q2	$101K	Buy	+10,199	New	+$107K	0.03%	183

Other funds holding SPMC

ASG

Advisory Solutions Group Plymouth, Minnesota $472M AUM

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Prosperity Financial Group's SPMC Position: Q3 2026 in Review

Prosperity Financial Group sold out of Sound Point Meridian Capital (SPMC) in Q3 2026, closing a stake of 10,199 shares — an estimated $101K sold.

Prosperity Financial Group first reported a position in SPMC in Q2 2026 and held it in 1 quarter. The position peaked at $101K in Q2 2026. 2 funds tracked by Wall St. Rank hold SPMC as of Q3 2026.

Prosperity Financial Group reported no remaining Sound Point Meridian Capital position as of Q3 2026 after selling out during the quarter.
Prosperity Financial Group sold 10,199 Sound Point Meridian Capital shares in Q3 2026, an estimated $101K.
Prosperity Financial Group first reported a position in Sound Point Meridian Capital in Q2 2026 and held it in 1 quarter.
Prosperity Financial Group's Sound Point Meridian Capital position peaked at $101K in Q2 2026.
2 funds tracked by Wall St. Rank held Sound Point Meridian Capital as of Q3 2026.

Based on Prosperity Financial Group's 13F filing for Q3 2026, filed 29 Oct 2026.