Wealth Enhancement Advisory Services’s Prospect Capital PSEC Stock Holding History

Wealth Enhancement Advisory Services’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 Q3	$220K	Buy	121,136 +36,844	+44%	+$82K	﹤0.01%	3651
2026 Q2	$190K	Sell	84,292 -2,611	-3%	-$6.43K	﹤0.01%	3611
2026 Q1	$227K	Buy	86,903 +59,414	+216%	+$163K	﹤0.01%	3037
2025 Q4	$74.5K	Sell	27,489 -6,755	-20%	-$18K	﹤0.01%	3488
2025 Q3	$94.2K	Buy	34,244 +550	+2%	+$1.64K	﹤0.01%	3345
2025 Q2	$112K	Sell	33,694 -3,589	-10%	-$12.5K	﹤0.01%	3124
2025 Q1	$153K	Buy	37,283 +11,345	+44%	+$48.8K	﹤0.01%	2680
2024 Q4	$112K	Buy	25,938 +7,359	+40%	+$35.3K	﹤0.01%	2794
2024 Q3	$99.4K	Sell	18,579 -684	-4%	-$3.63K	﹤0.01%	2559
2024 Q2	$107K	Buy	19,263 +434	+2%	+$2.38K	﹤0.01%	2403
2024 Q1	$104K	Sell	18,829 -22,368	-54%	-$129K	﹤0.01%	2284
2023 Q4	$247K	Buy	41,197 +23,475	+132%	+$135K	﹤0.01%	1963
2023 Q3	$107K	Buy	+17,722	New	+$110K	﹤0.01%	2091

Other funds holding PSEC

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

GraniteShares Advisors New York $152M AUM 1.51% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

TCFG Investment Advisors Laguna Niguel, California $293M AUM

Family Wealth Partners Matthews, North Carolina $331M AUM 13.01% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.68B AUM 22.33% 1-Year Est. Return

Generali Investments CEE Prague, Czech Republic $2.11B AUM 18.35% 1-Year Est. Return

J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Wealth Enhancement Advisory Services's PSEC Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Prospect Capital (PSEC) stake by 44% in Q3 2026, buying an estimated $82K and bringing the position to 121,136 shares worth $220K. The position accounts for ﹤0.01% of the portfolio, ranked #3651.

Wealth Enhancement Advisory Services first reported a position in PSEC in Q3 2023 and has held it in 13 quarters since. The position peaked at $247K in Q4 2023. 67 funds tracked by Wall St. Rank hold PSEC as of Q3 2026.

Wealth Enhancement Advisory Services held 121,136 shares of Prospect Capital worth $220K as of Q3 2026.
Wealth Enhancement Advisory Services bought 36,844 Prospect Capital shares in Q3 2026, an estimated $82K.
Prospect Capital made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3651 holding.
Wealth Enhancement Advisory Services first reported a position in Prospect Capital in Q3 2023 and has held it in 13 quarters since.
Wealth Enhancement Advisory Services's Prospect Capital position peaked at $247K in Q4 2023.
67 funds tracked by Wall St. Rank held Prospect Capital as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.