CWA Asset Management Group’s Prospect Capital PSEC Stock Holding History

CWA Asset Management Group’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	$42.5K	Buy	+18,405	New	+$45.3K	﹤0.01%	699
2019 Q1	–	Sell	-11,606	Closed	-$73K	–	231
2018 Q4	$73K	Buy	+11,606	New	+$78.4K	0.02%	198
2017 Q4	–	Sell	-40,480	Closed	-$272K	–	182
2017 Q3	$272K	Buy	40,480 +430	+1%	+$3.22K	0.08%	134
2017 Q2	$325K	Sell	40,050 -2,493	-6%	-$21.4K	0.1%	118
2017 Q1	$385K	Buy	42,543 +593	+1%	+$5.32K	0.13%	106
2016 Q4	$350K	Sell	41,950 -2,775	-6%	-$22.3K	0.15%	113
2016 Q3	$362K	Sell	44,725 -2,800	-6%	-$23.1K	0.2%	92
2016 Q2	$372K	Buy	47,525 +875	+2%	+$6.59K	0.23%	99
2016 Q1	$339K	Sell	46,650 -862	-2%	-$5.73K	0.35%	61
2015 Q4	$332K	Buy	+47,512	New	+$345K	0.37%	93

Other funds holding PSEC

Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return

Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return

First National Bank of Mount Dora Mount Dora, Florida $499M AUM 22.75% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

HHM Wealth Advisors Chattanooga, Tennessee $994M AUM 23.11% 1-Year Est. Return