Allworth Financial’s Stellus Capital Investment Corp SCM Stock Holding History

Allworth Financial’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	-4	Closed	-$39	–	5367
2026 Q1	$39	Buy	+4	New	+$45	﹤0.01%	5083

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

Allworth Financial's SCM Position: Q2 2026 in Review

Allworth Financial sold out of Stellus Capital Investment Corp (SCM) in Q2 2026, closing a stake of 4 shares — an estimated $39 sold.

Allworth Financial first reported a position in SCM in Q1 2026 and held it in 1 quarter. The position peaked at $39 in Q1 2026. 59 funds tracked by Wall St. Rank hold SCM as of Q2 2026.

Allworth Financial reported no remaining Stellus Capital Investment Corp position as of Q2 2026 after selling out during the quarter.
Allworth Financial sold 4 Stellus Capital Investment Corp shares in Q2 2026, an estimated $39.
Allworth Financial first reported a position in Stellus Capital Investment Corp in Q1 2026 and held it in 1 quarter.
Allworth Financial's Stellus Capital Investment Corp position peaked at $39 in Q1 2026.
59 funds tracked by Wall St. Rank held Stellus Capital Investment Corp as of Q2 2026.

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