CREATIVE FINANCIAL DESIGNS INC /ADV PSEC — PROSPECT CAPITAL CORPORATION COM

Ownership history in CREATIVE FINANCIAL DESIGNS INC /ADV  ·  32 quarters on record

AI Ownership Summary

CREATIVE FINANCIAL DESIGNS INC /ADV reported PROSPECT CAPITAL CORPORATION COM (PSEC) in 32 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.03% in 2023 Q4. The latest visible filing shows PSEC at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PSEC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CREATIVE FINANCIAL DESIGNS INC /ADV's position in PROSPECT CAPITAL CORPORATION COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PSEC was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PSEC stock page CREATIVE FINANCIAL DESIGNS INC /ADV fund profile CREATIVE FINANCIAL DESIGNS INC /ADV full holdings
How CREATIVE FINANCIAL DESIGNS INC /ADV held PSEC — position size vs. price
% of Fund (quarterly)    PSEC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 10,940 +540 +5.2% 0.00% $29K 2026-04-13 $2.65
2025 Q4 ADDED — — — 10,400 +539 +5.5% 0.00% $27K 2026-02-06 $2.55
2025 Q3 ADDED — — — 9,861 +456 +4.8% 0.00% $27K 2025-11-14 (Est.) $2.54
2025 Q2 ADDED — — — 9,405 +379 +4.2% 0.00% $30K 2025-08-04 $2.55
2025 Q1 REDUCED 59.5% -19.1% ✅ 9,026 -13,251 -59.5% 0.00% $37K 2025-04-23 $3.01
2024 Q4 ADDED — — — 22,277 +804 +3.7% 0.01% $96K 2025-02-10 $3.39
2024 Q3 ADDED — — — 21,473 +747 +3.6% 0.01% $115K 2024-10-28 $4.15
2024 Q2 REDUCED 40.1% +0.0% ❌ 20,726 -13,881 -40.1% 0.01% $115K 2024-08-06 $3.97
2024 Q1 REDUCED 25.4% +2.7% ❌ 34,607 -11,806 -25.4% 0.02% $191K 2024-05-01 $3.87
2023 Q4 ADDED — — — 46,413 +987 +2.2% 0.03% $278K 2024-01-10 $4.38
22 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding PSEC

As of 2026 Q1 — sorted by position size

SMH CAPITAL ADVISORS INC 3Y 7Y 3.38% GraniteShares Advisors LLC 3Y 1.79% Tactive Advisors, LLC 0.43% TCFG WEALTH MANAGEMENT, LLC 0.27% Naviter Wealth, LLC 3Y 0.19% FAMILY WEALTH PARTNERS, LLC 0.19% Ocean Park Asset Management, LLC 3Y 0.19% BRIAN LOW FINANCIAL GROUP, LLC 0.07% Claro Advisors Inc. 3Y 7Y 0.06% Significant Wealth Partners LLC 0.05%

FAQ About CREATIVE FINANCIAL DESIGNS INC /ADV and PSEC

These are the practical questions this page is built to answer before you even open the full history table.

How long has CREATIVE FINANCIAL DESIGNS INC /ADV reported owning PSEC?

CREATIVE FINANCIAL DESIGNS INC /ADV reported PSEC across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported PSEC position in CREATIVE FINANCIAL DESIGNS INC /ADV's portfolio?

The largest reported portfolio weight for PSEC was 0.03% in 2023 Q4.

What is the latest reported PSEC position on this page?

The most recent filing on this page is 2026 Q1, when CREATIVE FINANCIAL DESIGNS INC /ADV reported 10,940 shares, equal to 0.00% of portfolio, with an estimated market value of $29K.

What does the chart on this PSEC ownership page compare?

The chart compares CREATIVE FINANCIAL DESIGNS INC /ADV's quarterly PSEC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did CREATIVE FINANCIAL DESIGNS INC /ADV time their PSEC position?

Based on 13F filing dates vs. subsequent PSEC price moves, CREATIVE FINANCIAL DESIGNS INC /ADV correctly timed 16 out of 31 reported position changes (52%). The annualised alpha on PSEC relative to SPY over the holding period was -10.2%.

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