Strategies Wealth Advisors’s Prospect Capital PSEC Stock Holding History

Strategies 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
2026 Q2	$93.9K	Buy	40,632 +2,173	+6%	+$5.35K	0.01%	200
2026 Q1	$100K	Buy	38,459 +1,898	+5%	+$5.2K	0.01%	190
2025 Q4	$94.7K	Buy	36,561 +1,896	+5%	+$5.06K	0.01%	183
2025 Q3	$95.3K	Sell	34,665 -3,250	-9%	-$9.72K	0.01%	182
2025 Q2	$121K	Buy	37,915 +1,528	+4%	+$5.31K	0.01%	181
2025 Q1	$149K	Buy	36,387 +779	+2%	+$3.35K	0.02%	172
2024 Q4	$148K	Buy	35,608 +1,651	+5%	+$7.92K	0.02%	123
2024 Q3	$182K	Buy	33,957 +2,277	+7%	+$12.1K	0.02%	94
2024 Q2	$175K	Buy	31,680 +1,059	+3%	+$5.82K	0.03%	91
2024 Q1	$169K	Buy	30,621 +1,902	+7%	+$10.9K	0.03%	96
2023 Q4	$172K	Buy	28,719 +905	+3%	+$5.21K	0.03%	86
2023 Q3	$168K	Buy	27,814 +824	+3%	+$5.14K	0.03%	77
2023 Q2	$167K	Buy	26,990 +777	+3%	+$5K	0.03%	82
2023 Q1	$182K	Buy	26,213 +561	+2%	+$4.07K	0.04%	75
2022 Q4	$179K	Buy	+25,652	New	+$184K	0.04%	75
2022 Q2	$170K	Buy	24,372 +599	+3%	+$4.6K	0.05%	81
2022 Q1	$197K	Buy	23,773 +520	+2%	+$4.33K	0.05%	80
2021 Q4	$196K	Buy	+23,253	New	+$196K	0.05%	79

Other funds holding PSEC

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

GJL

Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Strategies Wealth Advisors's PSEC Position: Q2 2026 in Review

Strategies Wealth Advisors increased its Prospect Capital (PSEC) stake by 5.7% in Q2 2026, buying an estimated $5.35K and bringing the position to 40,632 shares worth $93.9K. The position accounts for 0.01% of the portfolio, ranked #200.

Strategies Wealth Advisors first reported a position in PSEC in Q4 2021 and has held it in 18 quarters since. The position peaked at $197K in Q1 2022. 204 funds tracked by Wall St. Rank hold PSEC as of Q2 2026.

Strategies Wealth Advisors held 40,632 shares of Prospect Capital worth $93.9K as of Q2 2026.
Strategies Wealth Advisors bought 2,173 Prospect Capital shares in Q2 2026, an estimated $5.35K.
Prospect Capital made up 0.01% of Strategies Wealth Advisors's portfolio in Q2 2026, its #200 holding.
Strategies Wealth Advisors first reported a position in Prospect Capital in Q4 2021 and has held it in 18 quarters since.
Strategies Wealth Advisors's Prospect Capital position peaked at $197K in Q1 2022.
204 funds tracked by Wall St. Rank held Prospect Capital as of Q2 2026.

Based on Strategies Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.