Advisory Services Network’s Stellus Capital Investment Corp SCM Stock Holding History

Advisory Services Network’s Portfolio SCM Stock Details SCM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-238	Closed	-$2.19K	–	4189
2026 Q1	$2.19K	Buy	+238	New	+$2.65K	﹤0.01%	4114
2025 Q4	–	Sell	-663	Closed	-$8.66K	–	3820
2025 Q3	$8.66K	Buy	+663	New	+$9.55K	﹤0.01%	3341
2024 Q1	–	Sell	-3,952	Closed	-$50.8K	–	3273
2023 Q4	$50.8K	Buy	+3,952	New	+$51K	﹤0.01%	2002
2023 Q2	–	Sell	-4,428	Closed	-$62.4K	–	3267
2023 Q1	$62.4K	Sell	4,428 -378	-8%	-$5.46K	﹤0.01%	1908
2022 Q4	$63.7K	Buy	+4,806	New	+$63.4K	﹤0.01%	1846
2021 Q3	–	Sell	-12,110	Closed	-$152K	–	2909
2021 Q2	$152K	Sell	12,110 -2,074	-15%	-$27.3K	﹤0.01%	1392
2021 Q1	$180K	Sell	14,184 -1,146	-7%	-$13.1K	0.01%	1200
2020 Q4	$167K	Buy	15,330 +14,537	+1,833%	+$144K	0.01%	1123
2020 Q3	$7K	Buy	+793	New	+$6.46K	﹤0.01%	2649
2020 Q2	–	Sell	-393	Closed	-$3K	–	2446
2020 Q1	$3K	Buy	+393	New	+$4.91K	﹤0.01%	2667

Other funds holding SCM

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return

CCM

Condor Capital Management Martinsville, New Jersey $1.33B AUM 19.79% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

IWA

Icon Wealth Advisors Houston, Texas $1.66B AUM 24.99% 1-Year Est. Return

Advisory Services Network's SCM Position: Q2 2026 in Review

Advisory Services Network sold out of Stellus Capital Investment Corp (SCM) in Q2 2026, closing a stake of 238 shares — an estimated $2.19K sold.

Advisory Services Network first reported a position in SCM in Q1 2020 and held it in 10 quarters. The position peaked at $180K in Q1 2021. 59 funds tracked by Wall St. Rank hold SCM as of Q2 2026.

Advisory Services Network reported no remaining Stellus Capital Investment Corp position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 238 Stellus Capital Investment Corp shares in Q2 2026, an estimated $2.19K.
Advisory Services Network first reported a position in Stellus Capital Investment Corp in Q1 2020 and held it in 10 quarters.
Advisory Services Network's Stellus Capital Investment Corp position peaked at $180K in Q1 2021.
59 funds tracked by Wall St. Rank held Stellus Capital Investment Corp as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.