ACM
SCM icon

Aquatic Capital Management’s Stellus Capital Investment Corp SCM Stock Holding History

Aquatic Capital Management’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 		$13.6K Sell
1,612
-4,844
-75% -$44.4K ﹤0.01% 1201
2026
Q1 		$59.5K Sell
6,456
-5,433
-46% -$60.6K ﹤0.01% 1160
2025
Q4 		$151K Sell
11,889
-6,279
-35% -$77K ﹤0.01% 1064
2025
Q3 		$237K Buy
18,168
+14,525
+399% +$209K ﹤0.01% 1064
2025
Q2 		$50.8K Sell
3,643
-1,696
-32% -$22.4K ﹤0.01% 1139
2025
Q1 		$74.7K Sell
5,339
-12,390
-70% -$180K ﹤0.01% 1099
2024
Q4 		$244K Buy
+17,729
New +$245K 0.01% 886
2024
Q3 		– Sell
-7,400
Closed -$102K – 1494
2024
Q2 		$102K Buy
+7,400
New +$102K ﹤0.01% 891
2024
Q1 		– Sell
-4,000
Closed -$51K – 1597
2023
Q4 		$51K Sell
4,000
-1,600
-29% -$20.7K ﹤0.01% 1119
2023
Q3 		$76K Buy
5,600
+4,200
+300% +$60.2K ﹤0.01% 879
2023
Q2 		$20K Buy
+1,400
New +$19.9K ﹤0.01% 1131
2022
Q3 		– Sell
-1,500
Closed -$17K – 1503
2022
Q2 		$17K Buy
+1,500
New +$19.4K 0.01% 875
2022
Q1 		– Sell
-100
Closed -$1K – 1472
2021
Q4 		$1K Buy
+100
New +$1.35K ﹤0.01% 1081

Other funds holding SCM

Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Legal & General Group
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
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

Aquatic Capital Management's SCM Position: Q2 2026 in Review

Aquatic Capital Management reduced its Stellus Capital Investment Corp (SCM) stake by 75% in Q2 2026, selling an estimated $44.4K and leaving 1,612 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1201.

Aquatic Capital Management first reported a position in SCM in Q4 2021 and has held it in 13 quarters since. The position peaked at $244K in Q4 2024. 60 funds tracked by Wall St. Rank hold SCM as of Q2 2026.

  • Aquatic Capital Management held 1,612 shares of Stellus Capital Investment Corp worth $13.6K as of Q2 2026.
  • Aquatic Capital Management sold 4,844 Stellus Capital Investment Corp shares in Q2 2026, an estimated $44.4K.
  • Stellus Capital Investment Corp made up ﹤0.01% of Aquatic Capital Management's portfolio in Q2 2026, its #1201 holding.
  • Aquatic Capital Management first reported a position in Stellus Capital Investment Corp in Q4 2021 and has held it in 13 quarters since.
  • Aquatic Capital Management's Stellus Capital Investment Corp position peaked at $244K in Q4 2024.
  • 60 funds tracked by Wall St. Rank held Stellus Capital Investment Corp as of Q2 2026.

Based on Aquatic Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.