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 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

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

Wealthcare Advisory Partners's PSEC Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its Prospect Capital (PSEC) stake by 5.7% in Q2 2026, buying an estimated $1.76K and bringing the position to 13,336 shares worth $30.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1077.

Wealthcare Advisory Partners first reported a position in PSEC in Q3 2017 and has held it in 21 quarters since. The position peaked at $82K in Q2 2024. 205 funds tracked by Wall St. Rank hold PSEC as of Q2 2026.

Wealthcare Advisory Partners held 13,336 shares of Prospect Capital worth $30.8K as of Q2 2026.
Wealthcare Advisory Partners bought 714 Prospect Capital shares in Q2 2026, an estimated $1.76K.
Prospect Capital made up ﹤0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #1077 holding.
Wealthcare Advisory Partners first reported a position in Prospect Capital in Q3 2017 and has held it in 21 quarters since.
Wealthcare Advisory Partners's Prospect Capital position peaked at $82K in Q2 2024.
205 funds tracked by Wall St. Rank held Prospect Capital as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.