EWA
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EverSource Wealth Advisors’s Prospect Capital PSEC Stock Holding History

EverSource Wealth 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
Q1 		$7.87K Buy
3,015
+2,867
+1,937% +$7.85K ﹤0.01% 3048
2025
Q4 		$384 Sell
148
-1,661
-92% -$4.44K ﹤0.01% 3926
2025
Q3 		$4.97K Buy
1,809
+1,692
+1,446% +$5.06K ﹤0.01% 3151
2025
Q2 		$372 Sell
117
-105
-47% -$365 ﹤0.01% 3960
2025
Q1 		$910 Sell
222
-183
-45% -$787 ﹤0.01% 3263
2024
Q4 		$1.75K Sell
405
-3,731
-90% -$17.9K ﹤0.01% 2765
2024
Q3 		$22.1K Buy
4,136
+3,704
+857% +$19.7K ﹤0.01% 1437
2024
Q2 		$2.35K Buy
432
+272
+170% +$1.49K ﹤0.01% 2494
2024
Q1 		$833 Buy
+160
New +$921 ﹤0.01% 2630

Other funds holding PSEC

Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $4.46B AUM 29.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return