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

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

GJL

Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

HHM Wealth Advisors's PSEC Position: Q2 2026 in Review

HHM Wealth Advisors held its Prospect Capital (PSEC) position steady in Q2 2026 at 5,372 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #599.

HHM Wealth Advisors first reported a position in PSEC in Q2 2022 and has held it in 17 quarters since. The position peaked at $38K in Q2 2022. 204 funds tracked by Wall St. Rank hold PSEC as of Q2 2026.

HHM Wealth Advisors held 5,372 shares of Prospect Capital worth $12.4K as of Q2 2026.
HHM Wealth Advisors left its Prospect Capital share count unchanged in Q2 2026.
Prospect Capital made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #599 holding.
HHM Wealth Advisors first reported a position in Prospect Capital in Q2 2022 and has held it in 17 quarters since.
HHM Wealth Advisors's Prospect Capital position peaked at $38K in Q2 2022.
204 funds tracked by Wall St. Rank held Prospect Capital as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.