Next Level Private’s Prospect Capital PSEC Stock Holding History

Next Level Private’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	$50.8K	Buy	22,011 +950	+5%	+$2.34K	0.01%	174
2026 Q1	$55K	Buy	21,061 +1,026	+5%	+$2.81K	0.01%	175
2025 Q4	$51.9K	Sell	20,035 -13,205	-40%	-$35.3K	0.01%	161
2025 Q3	$92.4K	Buy	33,240 +865	+3%	+$2.59K	0.03%	155
2025 Q2	$103K	Buy	32,375 +719	+2%	+$2.5K	0.03%	148
2025 Q1	$130K	Buy	31,656 +545	+2%	+$2.35K	0.05%	139
2024 Q4	$134K	Sell	31,111 -17,181	-36%	-$82.4K	0.05%	132
2024 Q3	$258K	Buy	48,292 +1,182	+3%	+$6.27K	0.11%	115
2024 Q2	$261K	Buy	47,110 +1,099	+2%	+$6.04K	0.12%	110
2024 Q1	$254K	Buy	46,011 +15,258	+50%	+$87.8K	0.12%	109
2023 Q4	$184K	Sell	30,753 -13,262	-30%	-$76.4K	0.1%	106
2023 Q3	$262K	Buy	44,015 +880	+2%	+$5.49K	0.17%	84
2023 Q2	$273K	Buy	43,135 +573	+1%	+$3.69K	0.18%	85
2023 Q1	$296K	Hold	42,562	–	–	0.23%	52
2022 Q4	$302K	Buy	+42,562	New	+$306K	0.22%	75
2022 Q2	–	Sell	-11,312	Closed	-$94K	–	173
2022 Q1	$94K	Buy	+11,312	New	+$94.2K	0.08%	88

Other funds holding PSEC

Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

First National Bank of Mount Dora Mount Dora, Florida $499M AUM 22.75% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

HHM Wealth Advisors Chattanooga, Tennessee $994M AUM 23.11% 1-Year Est. Return

West Branch Capital Amherst, Massachusetts $430M AUM 41.9% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return