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Avantax Advisory Services’s Prospect Capital PSEC Stock Holding History

Avantax Advisory Services’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 		$218K Buy
68,490
+8,138
+13% +$28.3K ﹤0.01% 2145
2025
Q1 		$247K Buy
60,352
+17,546
+41% +$75.5K ﹤0.01% 1961
2024
Q4 		$184K Sell
42,806
-1,085
-2% -$5.2K ﹤0.01% 2068
2024
Q3 		$235K Sell
43,891
-19,187
-30% -$102K ﹤0.01% 1917
2024
Q2 		$349K Buy
63,078
+41
+0.1% +$225 ﹤0.01% 1599
2024
Q1 		$348K Buy
63,037
+22,165
+54% +$128K ﹤0.01% 1222
2023
Q4 		$245K Sell
40,872
-5,460
-12% -$31.4K ﹤0.01% 1349
2023
Q3 		$280K Buy
46,332
+107
+0.2% +$667 ﹤0.01% 1238
2023
Q2 		$287K Sell
46,225
-1,981
-4% -$12.7K ﹤0.01% 1210
2023
Q1 		$336K Buy
48,206
+1,721
+4% +$12.5K ﹤0.01% 1090
2022
Q4 		$325K Buy
46,485
+74
+0.2% +$532 ﹤0.01% 1066
2022
Q3 		$288K Buy
46,411
+11,842
+34% +$88.5K ﹤0.01% 1032
2022
Q2 		$242K Buy
34,569
+988
+3% +$7.59K ﹤0.01% 1114
2022
Q1 		$278K Buy
33,581
+57
+0.2% +$475 ﹤0.01% 1035
2021
Q4 		$282K Sell
33,524
-983
-3% -$8.27K ﹤0.01% 1004
2021
Q3 		$265K Sell
34,507
-412
-1% -$3.32K ﹤0.01% 979
2021
Q2 		$292K Buy
34,919
+54
+0.2% +$451 0.01% 916
2021
Q1 		$268K Buy
34,865
+63
+0.2% +$435 0.01% 855
2020
Q4 		$190K Sell
34,802
-11,351
-25% -$59.8K ﹤0.01% 887
2020
Q3 		$233K Buy
46,153
+11,516
+33% +$57.9K ﹤0.01% 1150
2020
Q2 		$176K Sell
34,637
-289
-0.8% -$1.35K 0.01% 800
2020
Q1 		$149K Buy
34,926
+374
+1% +$2.21K ﹤0.01% 745
2019
Q4 		$222K Buy
34,552
+2,171
+7% +$14.1K 0.01% 744
2019
Q3 		$214K Hold
32,381
– – 0.01% 525
2019
Q2 		$211K Sell
32,381
-725
-2% -$4.8K 0.01% 477
2019
Q1 		$216K Sell
33,106
-1,515
-4% -$10.1K 0.01% 444
2018
Q4 		$220K Buy
+34,621
New +$234K 0.04% 359

Other funds holding PSEC

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Avantax Advisory Services's PSEC Position: Q2 2025 in Review

Avantax Advisory Services increased its Prospect Capital (PSEC) stake by 13% in Q2 2025, buying an estimated $28.3K and bringing the position to 68,490 shares worth $218K. The position accounts for ﹤0.01% of the portfolio, ranked #2145.

Avantax Advisory Services first reported a position in PSEC in Q4 2018 and has held it in 27 quarters since. The position peaked at $349K in Q2 2024. 223 funds tracked by Wall St. Rank hold PSEC as of Q2 2025.

  • Avantax Advisory Services held 68,490 shares of Prospect Capital worth $218K as of Q2 2025.
  • Avantax Advisory Services bought 8,138 Prospect Capital shares in Q2 2025, an estimated $28.3K.
  • Prospect Capital made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2145 holding.
  • Avantax Advisory Services first reported a position in Prospect Capital in Q4 2018 and has held it in 27 quarters since.
  • Avantax Advisory Services's Prospect Capital position peaked at $349K in Q2 2024.
  • 223 funds tracked by Wall St. Rank held Prospect Capital as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.