Tactive Advisors’s Prospect Capital PSEC Stock Holding History

Tactive 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	$1.35M	Buy	585,111 +3,117	+0.5%	+$7.68K	0.33%	70
2026 Q1	$1.52M	Buy	581,994 +3,157	+0.5%	+$8.65K	0.43%	60
2025 Q4	$1.5M	Sell	578,837 -7,000	-1%	-$18.7K	0.44%	58
2025 Q3	$1.61M	Sell	585,837 -286	-0%	-$855	0.46%	58
2025 Q2	$1.86M	Buy	+586,123	New	+$2.04M	0.6%	44
2024 Q1	$1.77M	Buy	321,095 +136,735	+74%	+$787K	0.94%	26
2023 Q4	$1.1M	Buy	184,360 +100,876	+121%	+$581K	0.71%	28
2023 Q3	$505K	Buy	+83,484	New	+$520K	0.44%	35

Other funds holding PSEC

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

Next Level Private Harrison, New York $511M AUM 30.94% 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