Claro Advisors’s Prospect Capital PSEC Stock Holding History

Claro 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 Q3	$432K	Buy	207,700 +15,000	+8%	+$33.4K	0.04%	323
2026 Q2	$445K	Sell	192,700 -4,705	-2%	-$11.6K	0.05%	294
2026 Q1	$515K	Buy	197,405 +5,000	+3%	+$13.7K	0.06%	231
2025 Q4	$498K	Buy	192,405 +22,540	+13%	+$60.2K	0.07%	219
2025 Q3	$467K	Buy	169,865 +142,700	+525%	+$427K	0.07%	239
2025 Q2	$86.4K	Sell	27,165 -3	-0%	-$10	0.01%	371
2025 Q1	$111K	Buy	27,168 +3	+0%	+$13	0.01%	503
2024 Q4	$117K	Sell	27,165 -15,225	-36%	-$73K	0.02%	479
2024 Q3	$227K	Hold	42,390	–	–	0.03%	455
2024 Q2	$234K	Hold	42,390	–	–	0.04%	373
2024 Q1	$234K	Hold	42,390	–	–	0.04%	370
2023 Q4	$254K	Hold	42,390	–	–	0.06%	320
2023 Q3	$256K	Hold	42,390	–	–	0.06%	297
2023 Q2	$263K	Hold	42,390	–	–	0.07%	287
2023 Q1	$295K	Hold	42,390	–	–	0.09%	252
2022 Q4	$296K	Buy	+42,390	New	+$305K	0.1%	226
2019 Q1	–	Sell	-132	Closed	-$1K	–	744
2018 Q4	$1K	Buy	+132	New	+$892	﹤0.01%	1051

Other funds holding PSEC

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

GraniteShares Advisors New York $152M AUM 1.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

TCFG Investment Advisors Laguna Niguel, California $293M AUM

Family Wealth Partners Matthews, North Carolina $331M AUM 13.01% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 22.25% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Claro Advisors's PSEC Position: Q3 2026 in Review

Claro Advisors increased its Prospect Capital (PSEC) stake by 7.8% in Q3 2026, buying an estimated $33.4K and bringing the position to 207,700 shares worth $432K. The position accounts for 0.04% of the portfolio, ranked #323.

Claro Advisors first reported a position in PSEC in Q4 2018 and has held it in 17 quarters since. The position peaked at $515K in Q1 2026. 78 funds tracked by Wall St. Rank hold PSEC as of Q3 2026.

Claro Advisors held 207,700 shares of Prospect Capital worth $432K as of Q3 2026.
Claro Advisors bought 15,000 Prospect Capital shares in Q3 2026, an estimated $33.4K.
Prospect Capital made up 0.04% of Claro Advisors's portfolio in Q3 2026, its #323 holding.
Claro Advisors first reported a position in Prospect Capital in Q4 2018 and has held it in 17 quarters since.
Claro Advisors's Prospect Capital position peaked at $515K in Q1 2026.
78 funds tracked by Wall St. Rank held Prospect Capital as of Q3 2026.

Based on Claro Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.