HHM Wealth Advisors’s Prospect Capital PSEC Stock Holding History

HHM 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 Q2	$12.4K	Hold	5,372	–	–	﹤0.01%	599
2026 Q1	$14K	Hold	5,372	–	–	﹤0.01%	574
2025 Q4	$13.9K	Hold	5,372	–	–	﹤0.01%	558
2025 Q3	$14.8K	Hold	5,372	–	–	﹤0.01%	564
2025 Q2	$17.1K	Hold	5,372	–	–	﹤0.01%	533
2025 Q1	$22K	Hold	5,372	–	–	﹤0.01%	487
2024 Q4	$23.2K	Hold	5,372	–	–	﹤0.01%	477
2024 Q3	$28.7K	Sell	5,372 -300	-5%	-$1.59K	﹤0.01%	420
2024 Q2	$31.4K	Buy	5,672 +300	+6%	+$1.65K	﹤0.01%	396
2024 Q1	$29.7K	Hold	5,372	–	–	﹤0.01%	360
2023 Q4	$32.2K	Hold	5,372	–	–	0.01%	349
2023 Q3	$32.5K	Hold	5,372	–	–	0.01%	331
2023 Q2	$33.3K	Hold	5,372	–	–	0.01%	346
2023 Q1	$37.4K	Hold	5,372	–	–	0.01%	313
2022 Q4	$37.5K	Hold	5,372	–	–	0.01%	277
2022 Q3	$33K	Hold	5,372	–	–	0.01%	284
2022 Q2	$38K	Buy	+5,372	New	+$41.3K	0.01%	317

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

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

West Branch Capital Amherst, Massachusetts $430M AUM 41.9% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return