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SWM
Spire Wealth Management’s
Prospect Capital
PSEC
Stock Holding History
Spire 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
$268K
Buy
102,608
+558
+0.5%
+$1.53K
0.01%
699
2025
Q4
$264K
Sell
102,050
-80,464
-44%
-$215K
0.01%
719
2025
Q3
$502K
Buy
182,514
+24,639
+16%
+$73.7K
0.02%
523
2025
Q2
$502K
Buy
157,875
+45,486
+40%
+$158K
0.02%
504
2025
Q1
$461K
Buy
112,389
+20,245
+22%
+$87.1K
0.01%
584
2024
Q4
$397K
Buy
92,144
+66,911
+265%
+$321K
0.01%
631
2024
Q3
$135K
Sell
25,233
-33,243
-57%
-$176K
﹤0.01%
833
2024
Q2
$323K
Buy
58,476
+39,455
+207%
+$217K
0.01%
591
2024
Q1
$105K
Sell
19,021
-3,042
-14%
-$17.5K
﹤0.01%
980
2023
Q4
$134K
Sell
22,063
-17,837
-45%
-$103K
﹤0.01%
905
2023
Q3
$241K
Buy
39,900
+2,161
+6%
+$13.5K
0.01%
657
2023
Q2
$234K
Buy
37,739
+216
+0.6%
+$1.39K
0.01%
682
2023
Q1
$261K
Buy
37,523
+2,421
+7%
+$17.6K
0.01%
649
2022
Q4
$245K
Buy
35,102
+29,434
+519%
+$212K
0.01%
504
2022
Q3
$35K
Sell
5,668
-24,423
-81%
-$182K
﹤0.01%
1088
2022
Q2
$210K
Buy
30,091
+1,091
+4%
+$8.38K
0.01%
753
2022
Q1
$240K
Sell
29,000
-908
-3%
-$7.56K
0.01%
815
2021
Q4
$252K
Sell
29,908
-287
-1%
-$2.42K
0.01%
991
2021
Q3
$233K
Buy
30,195
+159
+0.5%
+$1.28K
0.01%
860
2021
Q2
$252K
Sell
30,036
-5,261
-15%
-$44K
0.01%
852
2021
Q1
$32K
Buy
+35,297
New
+$244K
﹤0.01%
1950
Other funds holding PSEC
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
New York
$133B AUM
72.99%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
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
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
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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