Measured Wealth Private Client Group’s Prospect Capital PSEC Stock Holding History

Measured Wealth Private Client Group’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
2023 Q2	–	Sell	-34,367	Closed	-$239K	–	193
2023 Q1	$239K	Buy	34,367 +3,199	+10%	+$23.2K	0.09%	154
2022 Q4	$218K	Buy	31,168 +3,862	+14%	+$27.8K	0.09%	155
2022 Q3	$169K	Buy	+27,306	New	+$204K	0.07%	148

Other funds holding PSEC

YDMI

Y.D. More Investments Ramat Gan, Israel $2.55B AUM 104.35% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Measured Wealth Private Client Group's PSEC Position: Q2 2023 in Review

Measured Wealth Private Client Group sold out of Prospect Capital (PSEC) in Q2 2023, closing a stake of 34,367 shares — an estimated $239K sold.

Measured Wealth Private Client Group first reported a position in PSEC in Q3 2022 and held it in 3 quarters. The position peaked at $239K in Q1 2023. 234 funds tracked by Wall St. Rank hold PSEC as of Q2 2023.

Measured Wealth Private Client Group reported no remaining Prospect Capital position as of Q2 2023 after selling out during the quarter.
Measured Wealth Private Client Group sold 34,367 Prospect Capital shares in Q2 2023, an estimated $239K.
Measured Wealth Private Client Group first reported a position in Prospect Capital in Q3 2022 and held it in 3 quarters.
Measured Wealth Private Client Group's Prospect Capital position peaked at $239K in Q1 2023.
234 funds tracked by Wall St. Rank held Prospect Capital as of Q2 2023.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2023, filed 20 Jul 2023.