Apollon Wealth Management’s Prospect Capital PSEC Stock Holding History

Apollon Wealth Management’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
2022 Q4	–	Sell	-58,900	Closed	-$365K	–	896
2022 Q3	$365K	Hold	58,900	–	–	0.03%	536
2022 Q2	$412K	Buy	58,900 +12,000	+26%	+$92.2K	0.03%	479
2022 Q1	$388K	Hold	46,900	–	–	0.03%	530
2021 Q4	$394K	Hold	46,900	–	–	0.03%	515
2021 Q3	$361K	Hold	46,900	–	–	0.05%	313
2021 Q2	$393K	Hold	46,900	–	–	0.07%	245
2021 Q1	$360K	Buy	+46,900	New	+$324K	0.07%	245

Other funds holding PSEC

YDMI

Y.D. More Investments Ramat Gan, Israel $2.55B AUM 104.35% 1-Year Est. Return

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

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Apollon Wealth Management's PSEC Position: Q4 2022 in Review

Apollon Wealth Management sold out of Prospect Capital (PSEC) in Q4 2022, closing a stake of 58,900 shares — an estimated $365K sold.

Apollon Wealth Management first reported a position in PSEC in Q1 2021 and held it in 7 quarters. The position peaked at $412K in Q2 2022. 246 funds tracked by Wall St. Rank hold PSEC as of Q4 2022.

Apollon Wealth Management reported no remaining Prospect Capital position as of Q4 2022 after selling out during the quarter.
Apollon Wealth Management sold 58,900 Prospect Capital shares in Q4 2022, an estimated $365K.
Apollon Wealth Management first reported a position in Prospect Capital in Q1 2021 and held it in 7 quarters.
Apollon Wealth Management's Prospect Capital position peaked at $412K in Q2 2022.
246 funds tracked by Wall St. Rank held Prospect Capital as of Q4 2022.

Based on Apollon Wealth Management's 13F filing for Q4 2022, filed 15 Feb 2023.