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Arkadios Wealth Advisors’s Prospect Capital PSEC Stock Holding History

Arkadios 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
2026
Q2 		$181K Buy
78,425
+42,291
+117% +$104K ﹤0.01% 1649
2026
Q1 		$94.3K Hold
36,134
– – ﹤0.01% 1628
2025
Q4 		$93.6K Sell
36,134
-2,200
-6% -$5.88K ﹤0.01% 1497
2025
Q3 		$105K Sell
38,334
-5,884
-13% -$17.6K ﹤0.01% 1400
2025
Q2 		$141K Buy
44,218
+6,883
+18% +$23.9K ﹤0.01% 1238
2025
Q1 		$153K Buy
37,335
+25,434
+214% +$109K 0.01% 1057
2024
Q4 		$51.3K Hold
11,901
– – ﹤0.01% 904
2024
Q3 		$63.7K Sell
11,901
-11,024
-48% -$58.5K ﹤0.01% 886
2024
Q2 		$127K Buy
22,925
+1
+0% +$5 0.01% 791
2024
Q1 		$127K Sell
22,924
-650
-3% -$3.74K 0.01% 668
2023
Q4 		$141K Sell
23,574
-103,732
-81% -$597K 0.01% 660
2023
Q3 		$770K Sell
127,306
-4,718
-4% -$29.4K 0.07% 258
2023
Q2 		$819K Sell
132,024
-5,822
-4% -$37.4K 0.1% 214
2023
Q1 		$959K Buy
137,846
+6,490
+5% +$47.1K 0.11% 192
2022
Q4 		$918K Sell
131,356
-43,850
-25% -$315K 0.12% 183
2022
Q3 		$1.09M Buy
175,206
+3,950
+2% +$29.5K 0.16% 151
2022
Q2 		$1.2M Buy
171,256
+30,652
+22% +$235K 0.18% 152
2022
Q1 		$1.16M Buy
140,604
+71,359
+103% +$594K 0.15% 164
2021
Q4 		$582K Hold
69,245
– – 0.08% 294
2021
Q3 		$533K Buy
69,245
+5,310
+8% +$42.8K 0.08% 278
2021
Q2 		$536K Hold
63,935
– – 0.07% 313
2021
Q1 		$490K Sell
63,935
-4,610
-7% -$31.8K 0.08% 250
2020
Q4 		$370K Buy
+68,545
New +$361K 0.08% 230

Other funds holding PSEC

PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
GJL
Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
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

Arkadios Wealth Advisors's PSEC Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its Prospect Capital (PSEC) stake by 117% in Q2 2026, buying an estimated $104K and bringing the position to 78,425 shares worth $181K. The position accounts for ﹤0.01% of the portfolio, ranked #1649.

Arkadios Wealth Advisors first reported a position in PSEC in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.2M in Q2 2022. 205 funds tracked by Wall St. Rank hold PSEC as of Q2 2026.

  • Arkadios Wealth Advisors held 78,425 shares of Prospect Capital worth $181K as of Q2 2026.
  • Arkadios Wealth Advisors bought 42,291 Prospect Capital shares in Q2 2026, an estimated $104K.
  • Prospect Capital made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1649 holding.
  • Arkadios Wealth Advisors first reported a position in Prospect Capital in Q4 2020 and has held it in 23 quarters since.
  • Arkadios Wealth Advisors's Prospect Capital position peaked at $1.2M in Q2 2022.
  • 205 funds tracked by Wall St. Rank held Prospect Capital as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.