Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Prospect Capital PSEC Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$49K Buy
18,759
+6
+0% +$16 ﹤0.01% 3829
2025
Q4 		$49K Buy
18,753
+507
+3% +$1.35K ﹤0.01% 3622
2025
Q3 		$50K Buy
18,246
+5
+0% +$15 ﹤0.01% 3538
2025
Q2 		$58K Buy
18,241
+17,547
+2,528% +$61K ﹤0.01% 3160
2025
Q1 		$3K Buy
694
+123
+22% +$529 ﹤0.01% 4671
2024
Q4 		$2K Sell
571
-18,739
-97% -$89.8K ﹤0.01% 4594
2024
Q3 		$103K Buy
19,310
+9,721
+101% +$51.6K ﹤0.01% 2182
2024
Q2 		$53K Sell
9,589
-405
-4% -$2.22K ﹤0.01% 2445
2024
Q1 		$55K Buy
9,994
+20
+0.2% +$115 ﹤0.01% 2233
2023
Q4 		$60K Buy
9,974
+111
+1% +$639 ﹤0.01% 2061
2023
Q3 		$60K Buy
9,863
+11
+0.1% +$69 ﹤0.01% 1957
2023
Q2 		$61K Sell
9,852
-690
-7% -$4.44K ﹤0.01% 1846
2023
Q1 		$73K Buy
10,542
+8,396
+391% +$61K ﹤0.01% 1661
2022
Q4 		$15K Buy
2,146
+846
+65% +$6.08K ﹤0.01% 2572
2022
Q3 		$8K Buy
1,300
+500
+63% +$3.73K ﹤0.01% 2839
2022
Q2 		$6K Buy
+800
New +$6.15K ﹤0.01% 2912
2018
Q3 		– Sell
-144
Closed -$1K – 1957
2018
Q2 		$1K Buy
+144
New +$957 ﹤0.01% 1574

Other funds holding PSEC

Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 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
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
GJL
Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Carson Wealth (CWM LLC)'s PSEC Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Prospect Capital (PSEC) stake by 0.03% in Q1 2026, buying an estimated $16 and bringing the position to 18,759 shares worth $49K. The position accounts for ﹤0.01% of the portfolio, ranked #3829.

Carson Wealth (CWM LLC) first reported a position in PSEC in Q2 2018 and has held it in 17 quarters since. The position peaked at $103K in Q3 2024. 218 funds tracked by Wall St. Rank hold PSEC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 18,759 shares of Prospect Capital worth $49K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 6 Prospect Capital shares in Q1 2026, an estimated $16.
  • Prospect Capital made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3829 holding.
  • Carson Wealth (CWM LLC) first reported a position in Prospect Capital in Q2 2018 and has held it in 17 quarters since.
  • Carson Wealth (CWM LLC)'s Prospect Capital position peaked at $103K in Q3 2024.
  • 218 funds tracked by Wall St. Rank held Prospect Capital as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.