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Elwood & Goetz Wealth Advisory Group’s Prospect Capital PSEC Stock Holding History

Elwood & Goetz Wealth Advisory 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
2025
Q3 		– Sell
-16,437
Closed -$52.3K – 135
2025
Q2 		$52.3K Buy
+16,437
New +$57.1K 0.01% 114

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Millennium Management
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Two Sigma Investments
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Susquehanna International Group
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GJL
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Elwood & Goetz Wealth Advisory Group's PSEC Position: Q3 2025 in Review

Elwood & Goetz Wealth Advisory Group sold out of Prospect Capital (PSEC) in Q3 2025, closing a stake of 16,437 shares — an estimated $52.3K sold.

Elwood & Goetz Wealth Advisory Group first reported a position in PSEC in Q2 2025 and held it in 1 quarter. The position peaked at $52.3K in Q2 2025. 227 funds tracked by Wall St. Rank hold PSEC as of Q3 2025.

  • Elwood & Goetz Wealth Advisory Group reported no remaining Prospect Capital position as of Q3 2025 after selling out during the quarter.
  • Elwood & Goetz Wealth Advisory Group sold 16,437 Prospect Capital shares in Q3 2025, an estimated $52.3K.
  • Elwood & Goetz Wealth Advisory Group first reported a position in Prospect Capital in Q2 2025 and held it in 1 quarter.
  • Elwood & Goetz Wealth Advisory Group's Prospect Capital position peaked at $52.3K in Q2 2025.
  • 227 funds tracked by Wall St. Rank held Prospect Capital as of Q3 2025.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q3 2025, filed 28 Oct 2025.