Gradient Investments’s Prospect Capital PSEC Stock Holding History

Gradient Investments’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	$152K	Buy	+72,865	New	+$162K	﹤0.01%	457
2023 Q3	–	Sell	-2	Closed	-$12	–	1892
2023 Q2	$12	Sell	2 -655	-100%	-$4.21K	﹤0.01%	1751
2023 Q1	$4.57K	Buy	+657	New	+$4.77K	﹤0.01%	972
2022 Q1	–	Sell	-80	Closed	-$1K	–	1310
2021 Q4	$1K	Buy	+80	New	+$673	﹤0.01%	1172
2019 Q3	–	Sell	-443	Closed	-$3K	–	1201
2019 Q2	$3K	Buy	+443	New	+$2.93K	﹤0.01%	840
2016 Q3	–	Sell	-1,185	Closed	-$9K	–	767
2016 Q2	$9K	Buy	1,185 +185	+19%	+$1.39K	﹤0.01%	447
2016 Q1	$7K	Buy	+1,000	New	+$6.64K	﹤0.01%	485
2015 Q2	–	Sell	-270	Closed	-$2K	–	704
2015 Q1	$2K	Buy	+270	New	+$2.31K	﹤0.01%	551

Other funds holding PSEC

Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

NPPM

North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Gradient Investments's PSEC Position: Q3 2026 in Review

Gradient Investments opened a new position in Prospect Capital (PSEC) in Q3 2026: 72,865 shares worth $152K. The stake represents ﹤0.01% of the portfolio and ranks #457 among its holdings. This is a return to the name: Gradient Investments previously reported a position in PSEC as recently as Q2 2023.

Gradient Investments first reported a position in PSEC in Q1 2015 and has held it in 8 quarters since. 6 funds tracked by Wall St. Rank hold PSEC as of Q3 2026.

Gradient Investments held 72,865 shares of Prospect Capital worth $152K as of Q3 2026.
Prospect Capital was a new Gradient Investments position in Q3 2026.
Prospect Capital made up ﹤0.01% of Gradient Investments's portfolio in Q3 2026, its #457 holding.
Gradient Investments first reported a position in Prospect Capital in Q1 2015 and has held it in 8 quarters since.
6 funds tracked by Wall St. Rank held Prospect Capital as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.