CoreCap Advisors’s Prospect Capital PSEC Stock Holding History

CoreCap 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	$2.24K	Buy	1,075 +66	+7%	+$147	﹤0.01%	2473
2026 Q2	$2.33K	Buy	1,009 +1	+0.1%	+$2	﹤0.01%	2499
2026 Q1	$2.63K	Sell	1,008 -1	-0.1%	-$3	﹤0.01%	2342
2025 Q4	$2.61K	Buy	+1,009	New	+$2.7K	﹤0.01%	2404
2024 Q3	–	Sell	-3,184	Closed	-$17.6K	–	2718
2024 Q2	$17.6K	Sell	3,184 -4,740	-60%	-$26K	﹤0.01%	941
2024 Q1	$43.7K	Sell	7,924 -2,876	-27%	-$16.6K	﹤0.01%	1170
2023 Q4	$64.7K	Buy	+10,800	New	+$62.2K	﹤0.01%	593
2022 Q4	$18.8K	Buy	+2,683	New	+$19.3K	﹤0.01%	1328
2022 Q3	–	Sell	-2,683	Closed	-$19K	–	1677
2022 Q2	$19K	Buy	+2,683	New	+$20.6K	﹤0.01%	1262
2022 Q1	–	Sell	-3,683	Closed	-$31K	–	1681
2021 Q4	$31K	Buy	+3,683	New	+$31K	﹤0.01%	1166

Other funds holding PSEC

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

Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 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

Generali Investments CEE Prague, Czech Republic $2.11B AUM 18.35% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

CoreCap Advisors's PSEC Position: Q3 2026 in Review

CoreCap Advisors increased its Prospect Capital (PSEC) stake by 6.5% in Q3 2026, buying an estimated $147 and bringing the position to 1,075 shares worth $2.24K. The position accounts for ﹤0.01% of the portfolio, ranked #2473.

CoreCap Advisors first reported a position in PSEC in Q4 2021 and has held it in 10 quarters since. The position peaked at $64.7K in Q4 2023. 44 funds tracked by Wall St. Rank hold PSEC as of Q3 2026.

CoreCap Advisors held 1,075 shares of Prospect Capital worth $2.24K as of Q3 2026.
CoreCap Advisors bought 66 Prospect Capital shares in Q3 2026, an estimated $147.
Prospect Capital made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2473 holding.
CoreCap Advisors first reported a position in Prospect Capital in Q4 2021 and has held it in 10 quarters since.
CoreCap Advisors's Prospect Capital position peaked at $64.7K in Q4 2023.
44 funds tracked by Wall St. Rank held Prospect Capital as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.