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 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

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

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

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

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

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 London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

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 Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Claro Advisors's PSEC Position: Q2 2026 in Review

Claro Advisors reduced its Prospect Capital (PSEC) stake by 2.4% in Q2 2026, selling an estimated $11.6K and leaving 192,700 shares worth $445K. The position accounts for 0.05% of the portfolio, ranked #294.

Claro Advisors first reported a position in PSEC in Q4 2018 and has held it in 16 quarters since. The position peaked at $515K in Q1 2026. 204 funds tracked by Wall St. Rank hold PSEC as of Q2 2026.

Claro Advisors held 192,700 shares of Prospect Capital worth $445K as of Q2 2026.
Claro Advisors sold 4,705 Prospect Capital shares in Q2 2026, an estimated $11.6K.
Prospect Capital made up 0.05% of Claro Advisors's portfolio in Q2 2026, its #294 holding.
Claro Advisors first reported a position in Prospect Capital in Q4 2018 and has held it in 16 quarters since.
Claro Advisors's Prospect Capital position peaked at $515K in Q1 2026.
204 funds tracked by Wall St. Rank held Prospect Capital as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.