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PUREfi Wealth’s Prospect Capital PSEC Stock Holding History

PUREfi Wealth’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
Q3 		$50.9K Buy
+24,473
New +$54.5K 0.02% 228

Other funds holding PSEC

Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
TIA
TCFG Investment Advisors Laguna Niguel, California $293M AUM
FWP
Family Wealth Partners Matthews, North Carolina $331M AUM 13.01% 1-Year Est. Return
Generali Investments CEE
Generali Investments CEE Prague, Czech Republic $2.11B AUM 18.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
CCIA
Cherry Creek Investment Advisors Englewood, Colorado $261M AUM 29.65% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

PUREfi Wealth's PSEC Position: Q3 2026 in Review

PUREfi Wealth opened a new position in Prospect Capital (PSEC) in Q3 2026: 24,473 shares worth $50.9K. The stake represents 0.02% of the portfolio and ranks #228 among its holdings.

30 funds tracked by Wall St. Rank hold PSEC as of Q3 2026.

  • PUREfi Wealth held 24,473 shares of Prospect Capital worth $50.9K as of Q3 2026.
  • Prospect Capital was a new PUREfi Wealth position in Q3 2026.
  • Prospect Capital made up 0.02% of PUREfi Wealth's portfolio in Q3 2026, its #228 holding.
  • 30 funds tracked by Wall St. Rank held Prospect Capital as of Q3 2026.

Based on PUREfi Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.