Apella Capital
PSEC icon

Apella Capital’s Prospect Capital PSEC Stock Holding History

Apella Capital’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 		$36.1K Sell
19,643
-3,899
-17% -$8.68K ﹤0.01% 785
2026
Q2 		$51.8K Sell
23,542
-692
-3% -$1.7K ﹤0.01% 698
2026
Q1 		$68.1K Buy
+24,234
New +$66.4K ﹤0.01% 670

Other funds holding PSEC

Independent Financial Group
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Tactive Advisors
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
TCFG Investment Advisors
TCFG Investment Advisors Laguna Niguel, California $293M AUM
Family Wealth Partners
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
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Cherry Creek Investment Advisors
Cherry Creek Investment Advisors Englewood, Colorado $261M AUM 29.65% 1-Year Est. Return

Apella Capital's PSEC Position: Q3 2026 in Review

Apella Capital reduced its Prospect Capital (PSEC) stake by 17% in Q3 2026, selling an estimated $8.68K and leaving 19,643 shares worth $36.1K. The position accounts for ﹤0.01% of the portfolio, ranked #785.

Apella Capital first reported a position in PSEC in Q1 2026 and has held it in 3 quarters since. The position peaked at $68.1K in Q1 2026. 34 funds tracked by Wall St. Rank hold PSEC as of Q3 2026.

  • Apella Capital held 19,643 shares of Prospect Capital worth $36.1K as of Q3 2026.
  • Apella Capital sold 3,899 Prospect Capital shares in Q3 2026, an estimated $8.68K.
  • Prospect Capital made up ﹤0.01% of Apella Capital's portfolio in Q3 2026, its #785 holding.
  • Apella Capital first reported a position in Prospect Capital in Q1 2026 and has held it in 3 quarters since.
  • Apella Capital's Prospect Capital position peaked at $68.1K in Q1 2026.
  • 34 funds tracked by Wall St. Rank held Prospect Capital as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.