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	0.01%	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	–	–	0.02%	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 $5.28B AUM 14.42% 1-Year Est. Return

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

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

ZCP

Z3 Capital Partners Richmond, Virginia $476M AUM

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

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

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

AIA

Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return

SPIA

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

Aptus Capital Advisors's SCD Position: Q4 2025 in Review

Aptus Capital Advisors sold out of LMP Capital and Income Fund (SCD) in Q4 2025, closing a stake of 53,700 shares — an estimated $834K sold.

Aptus Capital Advisors first reported a position in SCD in Q3 2023 and held it in 9 quarters. The position peaked at $1.31M in Q3 2024. 60 funds tracked by Wall St. Rank hold SCD as of Q4 2025.

Aptus Capital Advisors reported no remaining LMP Capital and Income Fund position as of Q4 2025 after selling out during the quarter.
Aptus Capital Advisors sold 53,700 LMP Capital and Income Fund shares in Q4 2025, an estimated $834K.
Aptus Capital Advisors first reported a position in LMP Capital and Income Fund in Q3 2023 and held it in 9 quarters.
Aptus Capital Advisors's LMP Capital and Income Fund position peaked at $1.31M in Q3 2024.
60 funds tracked by Wall St. Rank held LMP Capital and Income Fund as of Q4 2025.

Based on Aptus Capital Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.