NWWA
PSEC icon

New Wave Wealth Advisors’s Prospect Capital PSEC Stock Holding History

New Wave 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
2025
Q1 		– Sell
-2,199
Closed -$9.48K – 543
2024
Q4 		$9.48K Buy
+2,199
New +$10.5K ﹤0.01% 363

Other funds holding PSEC

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

New Wave Wealth Advisors's PSEC Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of Prospect Capital (PSEC) in Q1 2025, closing a stake of 2,199 shares — an estimated $9.48K sold.

New Wave Wealth Advisors first reported a position in PSEC in Q4 2024 and held it in 1 quarter. The position peaked at $9.48K in Q4 2024. 224 funds tracked by Wall St. Rank hold PSEC as of Q1 2025.

  • New Wave Wealth Advisors reported no remaining Prospect Capital position as of Q1 2025 after selling out during the quarter.
  • New Wave Wealth Advisors sold 2,199 Prospect Capital shares in Q1 2025, an estimated $9.48K.
  • New Wave Wealth Advisors first reported a position in Prospect Capital in Q4 2024 and held it in 1 quarter.
  • New Wave Wealth Advisors's Prospect Capital position peaked at $9.48K in Q4 2024.
  • 224 funds tracked by Wall St. Rank held Prospect Capital as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.