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Equibles

Strategies Wealth Advisors, LLC

Position in PFLT — PennantPark Floating Rate Capital Ltd.

CIK 1976435 GRAND RAPIDS, MI
Back to PFLT Full portfolio

Position in PFLT

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$110,479
-$4,010 QoQ
Shares Held
14,770
+3.7% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#69
of 125 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in PFLT Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Strategies Wealth Advisors, LLC holds $1,433,882 across 6 Asset Management names. PFLT ranks #5 (7.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CSQ
Calamos Strategic Total Return Fund
 17,962 $369,298
2 ARCC
Ares Capital Corp
 18,526 $343,286
3 BLK
BlackRock, Inc.
 288 $276,929
4 OBDC
Blue Owl Capital Corp
 22,082 $240,031
5 PFLT
PennantPark Floating Rate Capital Ltd.
This page 		14,770 $110,479
6 PSEC
Prospect Capital Corp
 40,632 $93,859

All Filings in PFLT

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12 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $110,479 14,770
2026-03-31 $114,489 14,240
2025-12-31 $127,583 13,763
2025-09-30 $118,308 13,308
2025-06-30 $133,473 12,921
2025-03-31 $140,423 12,549
2024-12-31 $135,925 12,436
2024-09-30 $137,497 11,884
2024-06-30 $133,494 11,568
2024-03-31 $128,150 11,261
2023-12-31 $132,749 10,971
2023-09-30 $217,165 20,372