Strategies Wealth Advisors, LLC
Position in PSEC — Prospect Capital Corp
CIK 1976435
GRAND RAPIDS, MI
Position in PSEC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$93,859
-$6,518 QoQ
Shares Held
40,632
+5.7% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#88
of 205 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PSEC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Strategies Wealth Advisors, LLC holds $1,433,882 across 6 Asset Management names. PSEC ranks #6 (6.5% 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.
|
14,770 | $110,479 | |
| 6 | PSEC |
Prospect Capital Corp
This page
|
40,632 | $93,859 |
All Filings in PSEC
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $93,859 | 40,632 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $100,377 | 38,459 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $94,692 | 36,561 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $95,328 | 34,665 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $120,569 | 37,915 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $149,186 | 36,387 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $153,470 | 35,608 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $181,669 | 33,957 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $175,190 | 31,680 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $169,027 | 30,621 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $172,026 | 28,719 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $168,274 | 27,814 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $167,338 | 26,990 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $182,442 | 26,213 | Shares | Sole | 2023-06-27 | |
| 2022-12-31 | $179,307 | 25,652 | Shares | Sole | 2023-06-27 | |
| 2022-06-30 | $170,360 | 24,372 | Shares | Sole | 2023-06-27 | |
| 2022-03-31 | $196,840 | 23,773 | Shares | Sole | 2023-06-27 | |
| 2021-12-31 | $195,557 | 23,253 | Shares | Sole | 2023-06-26 | |
| No filing history on record for this holder in this stock. | ||||||