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J.W. Cole Advisors’s Prospect Capital PSEC Stock Holding History

J.W. Cole 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 		$33.8K Sell
14,611
-3,174
-18% -$7.82K ﹤0.01% 1573
2026
Q1 		$46.4K Buy
17,785
+83
+0.5% +$227 ﹤0.01% 776
2025
Q4 		$45.8K Sell
17,702
-3,628
-17% -$9.69K ﹤0.01% 1416
2025
Q3 		$58.7K Sell
21,330
-1,687
-7% -$5.04K ﹤0.01% 1516
2025
Q2 		$73.2K Sell
23,017
-549
-2% -$1.91K ﹤0.01% 1419
2025
Q1 		$96.6K Buy
23,566
+407
+2% +$1.75K ﹤0.01% 1208
2024
Q4 		$99.8K Sell
23,159
-2,265
-9% -$10.9K ﹤0.01% 928
2024
Q3 		$136K Buy
25,424
+3,877
+18% +$20.6K 0.01% 915
2024
Q2 		$119K Sell
21,547
-375
-2% -$2.06K 0.01% 870
2024
Q1 		$121K Sell
21,922
-14,488
-40% -$83.4K 0.01% 852
2023
Q4 		$218K Buy
36,410
+14,592
+67% +$84K 0.01% 737
2023
Q3 		$132K Sell
21,818
-422
-2% -$2.63K 0.01% 703
2023
Q2 		$138K Buy
22,240
+545
+3% +$3.5K 0.01% 721
2023
Q1 		$151K Buy
21,695
+468
+2% +$3.4K 0.01% 738
2022
Q4 		$148K Buy
21,227
+463
+2% +$3.33K 0.01% 703
2022
Q3 		$129K Buy
20,764
+71
+0.3% +$530 0.01% 685
2022
Q2 		$145K Buy
20,693
+421
+2% +$3.23K 0.01% 690
2022
Q1 		$168K Buy
20,272
+364
+2% +$3.03K 0.01% 762
2021
Q4 		$167K Buy
+19,908
New +$168K 0.01% 792
2021
Q3 		– Sell
-19,343
Closed -$162K – 678
2021
Q2 		$162K Sell
19,343
-532
-3% -$4.45K 0.01% 713
2021
Q1 		$152K Buy
19,875
+3,540
+22% +$24.4K 0.01% 644
2020
Q4 		$88K Sell
16,335
-19,636
-55% -$103K 0.01% 618
2020
Q3 		$181K Buy
35,971
+21,201
+144% +$107K 0.01% 684
2020
Q2 		$75K Buy
+14,770
New +$69.1K 0.01% 294

Other funds holding PSEC

IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
GC
GatePass Capital Independence, Ohio $263M AUM 39.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
TIA
TCFG Investment Advisors Laguna Niguel, California $297M AUM
FWP
Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

J.W. Cole Advisors's PSEC Position: Q2 2026 in Review

J.W. Cole Advisors reduced its Prospect Capital (PSEC) stake by 18% in Q2 2026, selling an estimated $7.82K and leaving 14,611 shares worth $33.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1573.

J.W. Cole Advisors first reported a position in PSEC in Q2 2020 and has held it in 24 quarters since. The position peaked at $218K in Q4 2023. 67 funds tracked by Wall St. Rank hold PSEC as of Q2 2026.

  • J.W. Cole Advisors held 14,611 shares of Prospect Capital worth $33.8K as of Q2 2026.
  • J.W. Cole Advisors sold 3,174 Prospect Capital shares in Q2 2026, an estimated $7.82K.
  • Prospect Capital made up ﹤0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1573 holding.
  • J.W. Cole Advisors first reported a position in Prospect Capital in Q2 2020 and has held it in 24 quarters since.
  • J.W. Cole Advisors's Prospect Capital position peaked at $218K in Q4 2023.
  • 67 funds tracked by Wall St. Rank held Prospect Capital as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.