MWM
PSEC icon

Modern Wealth Management’s Prospect Capital PSEC Stock Holding History

Modern Wealth Management’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
Q1 		$43K Hold
16,413
– – ﹤0.01% 873
2025
Q4 		$42.5K Sell
16,413
-4,426
-21% -$11.8K ﹤0.01% 839
2025
Q3 		$57.3K Sell
20,839
-12,763
-38% -$38.2K ﹤0.01% 797
2025
Q2 		$107K Buy
33,602
+1,036
+3% +$3.6K ﹤0.01% 762
2025
Q1 		$134K Buy
32,566
+17
+0.1% +$73 ﹤0.01% 662
2024
Q4 		$140K Buy
32,549
+2,757
+9% +$13.2K 0.01% 565
2024
Q3 		$159K Buy
29,792
+1,059
+4% +$5.62K 0.01% 422
2024
Q2 		$159K Buy
28,733
+49
+0.2% +$269 0.01% 389
2024
Q1 		$158K Buy
28,684
+1,045
+4% +$6.01K 0.01% 289
2023
Q4 		$166K Buy
+27,639
New +$159K 0.02% 183

Other funds holding PSEC

Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $4.46B AUM 29.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return