Wealthcare Advisory Partners’s Prospect Capital PSEC Stock Holding History

Wealthcare Advisory Partners’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	$29.2K	Buy	14,017 +681	+5%	+$1.52K	﹤0.01%	1108
2026 Q2	$30.8K	Buy	13,336 +714	+6%	+$1.76K	﹤0.01%	1077
2026 Q1	$32.9K	Buy	12,622 +623	+5%	+$1.71K	﹤0.01%	1068
2025 Q4	$31.1K	Buy	11,999 +622	+5%	+$1.66K	﹤0.01%	1061
2025 Q3	$31.3K	Buy	11,377 +525	+5%	+$1.57K	﹤0.01%	1011
2025 Q2	$34.5K	Buy	10,852 +438	+4%	+$1.52K	﹤0.01%	965
2025 Q1	$42.7K	Sell	10,414 -3,669	-26%	-$15.8K	﹤0.01%	899
2024 Q4	$60.7K	Sell	14,083 -751	-5%	-$3.6K	﹤0.01%	882
2024 Q3	$79.4K	Hold	14,834	–	–	﹤0.01%	862
2024 Q2	$82K	Hold	14,834	–	–	﹤0.01%	812
2024 Q1	$81.9K	Buy	+14,834	New	+$85.4K	﹤0.01%	791
2020 Q2	–	Sell	-1,000	Closed	-$4K	–	1090
2020 Q1	$4K	Hold	1,000	–	–	﹤0.01%	1174
2019 Q4	$6K	Hold	1,000	–	–	﹤0.01%	1074
2019 Q3	$7K	Hold	1,000	–	–	﹤0.01%	1008
2019 Q2	$7K	Hold	1,000	–	–	﹤0.01%	993
2019 Q1	$7K	Hold	1,000	–	–	﹤0.01%	899
2018 Q4	$6K	Sell	1,000 -750	-43%	-$5.07K	﹤0.01%	900
2018 Q3	$13K	Hold	1,750	–	–	﹤0.01%	782
2018 Q2	$12K	Hold	1,750	–	–	﹤0.01%	786
2018 Q1	$11K	Hold	1,750	–	–	﹤0.01%	712
2017 Q4	$12K	Sell	1,750 -3,530	-67%	-$23K	﹤0.01%	637
2017 Q3	$35K	Buy	+5,280	New	+$39.6K	0.01%	356

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

Wealthcare Advisory Partners's PSEC Position: Q3 2026 in Review

Wealthcare Advisory Partners increased its Prospect Capital (PSEC) stake by 5.1% in Q3 2026, buying an estimated $1.52K and bringing the position to 14,017 shares worth $29.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1108.

Wealthcare Advisory Partners first reported a position in PSEC in Q3 2017 and has held it in 22 quarters since. The position peaked at $82K in Q2 2024. 67 funds tracked by Wall St. Rank hold PSEC as of Q3 2026.

Wealthcare Advisory Partners held 14,017 shares of Prospect Capital worth $29.2K as of Q3 2026.
Wealthcare Advisory Partners bought 681 Prospect Capital shares in Q3 2026, an estimated $1.52K.
Prospect Capital made up ﹤0.01% of Wealthcare Advisory Partners's portfolio in Q3 2026, its #1108 holding.
Wealthcare Advisory Partners first reported a position in Prospect Capital in Q3 2017 and has held it in 22 quarters since.
Wealthcare Advisory Partners's Prospect Capital position peaked at $82K in Q2 2024.
67 funds tracked by Wall St. Rank held Prospect Capital as of Q3 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2026, filed 21 Oct 2026.