Atria Wealth Solutions’s Prospect Capital PSEC Stock Holding History

Atria Wealth Solutions’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 Q1	–	Sell	-63,477	Closed	-$274K	–	2041
2024 Q4	$274K	Buy	63,477 +38,923	+159%	+$187K	﹤0.01%	1618
2024 Q3	$132K	Sell	24,554 -128,568	-84%	-$682K	﹤0.01%	1839
2024 Q2	$847K	Sell	153,122 -22,611	-13%	-$124K	0.01%	964
2024 Q1	$971K	Buy	175,733 +47,793	+37%	+$275K	0.01%	921
2023 Q4	$766K	Buy	127,940 +46,903	+58%	+$270K	0.01%	992
2023 Q3	$490K	Buy	81,037 +62,722	+342%	+$391K	0.01%	1136
2023 Q2	$114K	Sell	18,315 -3,862	-17%	-$24.8K	﹤0.01%	1774
2023 Q1	$156K	Sell	22,177 -5,000	-18%	-$36.3K	﹤0.01%	1714
2022 Q4	$190K	Sell	27,177 -1,145	-4%	-$8.23K	﹤0.01%	1624
2022 Q3	$176K	Buy	+28,322	New	+$212K	﹤0.01%	1578

Other funds holding PSEC

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Atria Wealth Solutions's PSEC Position: Q1 2025 in Review

Atria Wealth Solutions sold out of Prospect Capital (PSEC) in Q1 2025, closing a stake of 63,477 shares — an estimated $274K sold.

Atria Wealth Solutions first reported a position in PSEC in Q3 2022 and held it in 10 quarters. The position peaked at $971K in Q1 2024. 224 funds tracked by Wall St. Rank hold PSEC as of Q1 2025.

Atria Wealth Solutions reported no remaining Prospect Capital position as of Q1 2025 after selling out during the quarter.
Atria Wealth Solutions sold 63,477 Prospect Capital shares in Q1 2025, an estimated $274K.
Atria Wealth Solutions first reported a position in Prospect Capital in Q3 2022 and held it in 10 quarters.
Atria Wealth Solutions's Prospect Capital position peaked at $971K in Q1 2024.
224 funds tracked by Wall St. Rank held Prospect Capital as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.