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

Ameritas Advisory Services’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
2025
Q4 		– Sell
-2,438
Closed -$31.8K – 1910
2025
Q3 		$31.8K Buy
2,438
+18
+0.7% +$259 ﹤0.01% 1261
2025
Q2 		$33.7K Buy
+2,420
New +$32K ﹤0.01% 1492

Other funds holding SCM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.33B AUM 19.79% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameritas Advisory Services's SCM Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Stellus Capital Investment Corp (SCM) in Q4 2025, closing a stake of 2,438 shares — an estimated $31.8K sold.

Ameritas Advisory Services first reported a position in SCM in Q2 2025 and held it in 2 quarters. The position peaked at $33.7K in Q2 2025. 63 funds tracked by Wall St. Rank hold SCM as of Q4 2025.

  • Ameritas Advisory Services reported no remaining Stellus Capital Investment Corp position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 2,438 Stellus Capital Investment Corp shares in Q4 2025, an estimated $31.8K.
  • Ameritas Advisory Services first reported a position in Stellus Capital Investment Corp in Q2 2025 and held it in 2 quarters.
  • Ameritas Advisory Services's Stellus Capital Investment Corp position peaked at $33.7K in Q2 2025.
  • 63 funds tracked by Wall St. Rank held Stellus Capital Investment Corp as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.