Allworth Financial’s LMP Capital and Income Fund SCD Stock Holding History

Allworth Financial’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
2026 Q2	–	Sell	-503	Closed	-$7.51K	–	5366
2026 Q1	$7.51K	Hold	503	–	–	﹤0.01%	3703
2025 Q4	$7.45K	Hold	503	–	–	﹤0.01%	3463
2025 Q3	$7.81K	Sell	503 -2,000	-80%	-$30.9K	﹤0.01%	3290
2025 Q2	$39K	Hold	2,503	–	–	﹤0.01%	2096
2025 Q1	$37.8K	Hold	2,503	–	–	﹤0.01%	1694
2024 Q4	$43.8K	Buy	2,503 +2,000	+398%	+$34.6K	﹤0.01%	1640
2024 Q3	$8.85K	Hold	503	–	–	﹤0.01%	2322
2024 Q2	$7.83K	Hold	503	–	–	﹤0.01%	2329
2024 Q1	$7.87K	Hold	503	–	–	﹤0.01%	2210
2023 Q4	$7.05K	Hold	503	–	–	﹤0.01%	2124
2023 Q3	$6.29K	Hold	503	–	–	﹤0.01%	2014
2023 Q2	$6.44K	Hold	503	–	–	﹤0.01%	2008
2023 Q1	$6.14K	Hold	503	–	–	﹤0.01%	1958
2022 Q4	$6.06K	Hold	503	–	–	﹤0.01%	1829
2022 Q3	$6K	Hold	503	–	–	﹤0.01%	1838
2022 Q2	$6K	Hold	503	–	–	﹤0.01%	1724
2022 Q1	$7K	Hold	503	–	–	﹤0.01%	1569
2021 Q4	$8K	Hold	503	–	–	﹤0.01%	1474
2021 Q3	$7K	Hold	503	–	–	﹤0.01%	1445
2021 Q2	$7K	Hold	503	–	–	﹤0.01%	1136
2021 Q1	$6K	Buy	+503	New	+$6.13K	﹤0.01%	1101
2020 Q2	–	Sell	-503	Closed	-$4K	–	1345
2020 Q1	$4K	Buy	+503	New	+$6.67K	﹤0.01%	937
2017 Q1	–	Hold	0	–	–	–	572

Other funds holding SCD

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

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

ZCP

Z3 Capital Partners Richmond, Virginia $476M AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Allworth Financial's SCD Position: Q2 2026 in Review

Allworth Financial sold out of LMP Capital and Income Fund (SCD) in Q2 2026, closing a stake of 503 shares — an estimated $7.51K sold.

Allworth Financial first reported a position in SCD in Q1 2020 and held it in 22 quarters. The position peaked at $43.8K in Q4 2024. 57 funds tracked by Wall St. Rank hold SCD as of Q2 2026.

Allworth Financial reported no remaining LMP Capital and Income Fund position as of Q2 2026 after selling out during the quarter.
Allworth Financial sold 503 LMP Capital and Income Fund shares in Q2 2026, an estimated $7.51K.
Allworth Financial first reported a position in LMP Capital and Income Fund in Q1 2020 and held it in 22 quarters.
Allworth Financial's LMP Capital and Income Fund position peaked at $43.8K in Q4 2024.
57 funds tracked by Wall St. Rank held LMP Capital and Income Fund as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.