Advisor Resource Council’s LMP Capital and Income Fund SCD Stock Holding History

Advisor Resource Council’s Portfolio SCD Stock Details SCD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-75,900	Closed	-$928K	–	246
2023 Q1	$928K	Sell	75,900 -1,000	-1%	-$12.3K	0.23%	113
2022 Q4	$926K	Sell	76,900 -500	-0.6%	-$6.07K	0.45%	45
2022 Q3	$872K	Hold	77,400	–	–	0.59%	42
2022 Q2	$954K	Sell	77,400 -9,200	-11%	-$124K	0.09%	200
2022 Q1	$1.27M	Buy	86,600 +11,000	+15%	+$158K	0.38%	78
2021 Q4	$1.15M	Hold	75,600	–	–	0.09%	220
2021 Q3	$1.04M	Sell	75,600 -4,500	-6%	-$64.5K	0.32%	90
2021 Q2	$1.16M	Buy	+80,100	New	+$1.1M	0.12%	187

Other funds holding SCD

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return