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 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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

PMG

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B 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 $5.35B AUM 43.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Strategies Wealth Advisors's PSEC Position: Q1 2026 in Review

Strategies Wealth Advisors increased its Prospect Capital (PSEC) stake by 5.2% in Q1 2026, buying an estimated $5.2K and bringing the position to 38,459 shares worth $100K. The position accounts for 0.01% of the portfolio, ranked #190.

Strategies Wealth Advisors first reported a position in PSEC in Q4 2021 and has held it in 17 quarters since. The position peaked at $197K in Q1 2022. 218 funds tracked by Wall St. Rank hold PSEC as of Q1 2026.

Strategies Wealth Advisors held 38,459 shares of Prospect Capital worth $100K as of Q1 2026.
Strategies Wealth Advisors bought 1,898 Prospect Capital shares in Q1 2026, an estimated $5.2K.
Prospect Capital made up 0.01% of Strategies Wealth Advisors's portfolio in Q1 2026, its #190 holding.
Strategies Wealth Advisors first reported a position in Prospect Capital in Q4 2021 and has held it in 17 quarters since.
Strategies Wealth Advisors's Prospect Capital position peaked at $197K in Q1 2022.
218 funds tracked by Wall St. Rank held Prospect Capital as of Q1 2026.

Based on Strategies Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.