ACM
SCD

AlphaStar Capital Management’s LMP Capital and Income Fund SCD Stock Holding History

AlphaStar Capital Management’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 		$473K Buy
30,203
+636
+2% +$9.74K 0.03% 172
2026
Q1 		$441K Sell
29,567
-26,038
-47% -$402K 0.03% 155
2025
Q4 		$824K Buy
55,605
+1,691
+3% +$25.2K 0.06% 118
2025
Q3 		$837K Buy
53,914
+2,332
+5% +$36K 0.07% 105
2025
Q2 		$805K Buy
51,582
+1,551
+3% +$23.9K 0.06% 189
2025
Q1 		$797K Buy
50,031
+470
+0.9% +$7.87K 0.08% 99
2024
Q4 		$852K Buy
49,561
+14,975
+43% +$259K 0.09% 93
2024
Q3 		$608K Sell
34,586
-5,736
-14% -$92.3K 0.05% 201
2024
Q2 		$624K Buy
40,322
+216
+0.5% +$3.28K 0.06% 173
2024
Q1 		$627K Hold
40,106
– – 0.06% 165
2023
Q4 		$562K Buy
40,106
+12,049
+43% +$153K 0.05% 173
2023
Q3 		$351K Buy
28,057
+154
+0.6% +$1.98K 0.04% 203
2023
Q2 		$357K Buy
27,903
+5,064
+22% +$62.1K 0.04% 212
2023
Q1 		$279K Buy
22,839
+3,814
+20% +$46.9K 0.02% 232
2022
Q4 		$229K Hold
19,025
– – 0.02% 279
2022
Q3 		$214K Hold
19,025
– – 0.02% 279
2022
Q2 		$234K Buy
19,025
+2,672
+16% +$36K 0.02% 303
2022
Q1 		$239K Hold
16,353
– – 0.02% 334
2021
Q4 		$242K Hold
16,353
– – 0.02% 343
2021
Q3 		$239K Hold
16,353
– – 0.02% 344
2021
Q2 		$240K Hold
16,353
– – 0.03% 238
2021
Q1 		$212K Buy
+16,353
New +$199K 0.03% 211

Other funds holding SCD

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
ZCP
Z3 Capital Partners Richmond, Virginia $476M AUM
Morgan Stanley
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Allspring Global Investments
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AlphaStar Capital Management's SCD Position: Q2 2026 in Review

AlphaStar Capital Management increased its LMP Capital and Income Fund (SCD) stake by 2.2% in Q2 2026, buying an estimated $9.74K and bringing the position to 30,203 shares worth $473K. The position accounts for 0.03% of the portfolio, ranked #172.

AlphaStar Capital Management first reported a position in SCD in Q1 2021 and has held it in 22 quarters since. The position peaked at $852K in Q4 2024. 57 funds tracked by Wall St. Rank hold SCD as of Q2 2026.

  • AlphaStar Capital Management held 30,203 shares of LMP Capital and Income Fund worth $473K as of Q2 2026.
  • AlphaStar Capital Management bought 636 LMP Capital and Income Fund shares in Q2 2026, an estimated $9.74K.
  • LMP Capital and Income Fund made up 0.03% of AlphaStar Capital Management's portfolio in Q2 2026, its #172 holding.
  • AlphaStar Capital Management first reported a position in LMP Capital and Income Fund in Q1 2021 and has held it in 22 quarters since.
  • AlphaStar Capital Management's LMP Capital and Income Fund position peaked at $852K in Q4 2024.
  • 57 funds tracked by Wall St. Rank held LMP Capital and Income Fund as of Q2 2026.

Based on AlphaStar Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.