ACA
SCD

Aptus Capital Advisors’s LMP Capital and Income Fund SCD Stock Holding History

Aptus Capital Advisors’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
2025
Q4 		– Sell
-53,700
Closed -$834K – 1727
2025
Q3 		$834K Sell
53,700
-17,900
-25% -$276K 0.01% 584
2025
Q2 		$1.12M Sell
71,600
-4,000
-5% -$61.7K 0.01% 512
2025
Q1 		$1.2M Hold
75,600
– – 0.01% 473
2024
Q4 		$1.3M Buy
75,600
+1,200
+2% +$20.7K 0.02% 462
2024
Q3 		$1.31M Hold
74,400
– – 0.02% 365
2024
Q2 		$1.15M Hold
74,400
– – 0.02% 373
2024
Q1 		$1.16M Hold
74,400
– – 0.03% 374
2023
Q4 		$1.04M Sell
74,400
-1,500
-2% -$19K 0.03% 281
2023
Q3 		$949K Buy
+75,900
New +$975K 0.03% 311

Other funds holding SCD

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ZCP
Z3 Capital Partners Richmond, Virginia $395M AUM
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $6.41B AUM 4.78% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $852M AUM 0.1% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return