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Strategic Wealth Partners’s Prospect Capital PSEC Stock Holding History

Strategic Wealth Partners’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 		$128K Buy
55,306
+14,998
+37% +$36.9K 0.01% 364
2026
Q1 		$105K Buy
40,308
+30,308
+303% +$83K 0.01% 386
2025
Q4 		$25.9K Buy
+10,000
New +$26.7K ﹤0.01% 643

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UBS Group
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Legal & General Group
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GJL
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Marshall Wace
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Morgan Stanley
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
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Strategic Wealth Partners's PSEC Position: Q2 2026 in Review

Strategic Wealth Partners increased its Prospect Capital (PSEC) stake by 37% in Q2 2026, buying an estimated $36.9K and bringing the position to 55,306 shares worth $128K. The position accounts for 0.01% of the portfolio, ranked #364.

Strategic Wealth Partners first reported a position in PSEC in Q4 2025 and has held it in 3 quarters since. 205 funds tracked by Wall St. Rank hold PSEC as of Q2 2026.

  • Strategic Wealth Partners held 55,306 shares of Prospect Capital worth $128K as of Q2 2026.
  • Strategic Wealth Partners bought 14,998 Prospect Capital shares in Q2 2026, an estimated $36.9K.
  • Prospect Capital made up 0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #364 holding.
  • Strategic Wealth Partners first reported a position in Prospect Capital in Q4 2025 and has held it in 3 quarters since.
  • 205 funds tracked by Wall St. Rank held Prospect Capital as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.