AGH Wealth Advisors’s Prospect Capital PSEC Stock Holding History

AGH Wealth 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
2025 Q2	–	Sell	-10,000	Closed	-$41K	–	133
2025 Q1	$41K	Hold	10,000	–	–	0.04%	119
2024 Q4	$43.1K	Buy	+10,000	New	+$47.9K	0.04%	113

Other funds holding PSEC

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AGH Wealth Advisors's PSEC Position: Q2 2025 in Review

AGH Wealth Advisors sold out of Prospect Capital (PSEC) in Q2 2025, closing a stake of 10,000 shares — an estimated $41K sold.

AGH Wealth Advisors first reported a position in PSEC in Q4 2024 and held it in 2 quarters. The position peaked at $43.1K in Q4 2024. 223 funds tracked by Wall St. Rank hold PSEC as of Q2 2025.

AGH Wealth Advisors reported no remaining Prospect Capital position as of Q2 2025 after selling out during the quarter.
AGH Wealth Advisors sold 10,000 Prospect Capital shares in Q2 2025, an estimated $41K.
AGH Wealth Advisors first reported a position in Prospect Capital in Q4 2024 and held it in 2 quarters.
AGH Wealth Advisors's Prospect Capital position peaked at $43.1K in Q4 2024.
223 funds tracked by Wall St. Rank held Prospect Capital as of Q2 2025.

Based on AGH Wealth Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.