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Edge Financial Advisors’s Prospect Capital PSEC Stock Holding History

Edge Financial 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
2024
Q2 		– Sell
-10,000
Closed -$55.2K – 124
2024
Q1 		$55.2K Buy
+10,000
New +$57.6K 0.05% 127

Other funds holding PSEC

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
YDMI
Y.D. More Investments Ramat Gan, Israel $2.55B AUM 104.35% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Edge Financial Advisors's PSEC Position: Q2 2024 in Review

Edge Financial Advisors sold out of Prospect Capital (PSEC) in Q2 2024, closing a stake of 10,000 shares — an estimated $55.2K sold.

Edge Financial Advisors first reported a position in PSEC in Q1 2024 and held it in 1 quarter. The position peaked at $55.2K in Q1 2024. 230 funds tracked by Wall St. Rank hold PSEC as of Q2 2024.

  • Edge Financial Advisors reported no remaining Prospect Capital position as of Q2 2024 after selling out during the quarter.
  • Edge Financial Advisors sold 10,000 Prospect Capital shares in Q2 2024, an estimated $55.2K.
  • Edge Financial Advisors first reported a position in Prospect Capital in Q1 2024 and held it in 1 quarter.
  • Edge Financial Advisors's Prospect Capital position peaked at $55.2K in Q1 2024.
  • 230 funds tracked by Wall St. Rank held Prospect Capital as of Q2 2024.

Based on Edge Financial Advisors's 13F filing for Q2 2024, filed 5 Feb 2026.