ATS
SCD

Ashton Thomas Securities’s LMP Capital and Income Fund SCD Stock Holding History

Ashton Thomas Securities’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
Q1 		– Sell
-11,300
Closed -$167K – 459
2025
Q4 		$167K Sell
11,300
-2,400
-18% -$35.7K 0.03% 259
2025
Q3 		$213K Sell
13,700
-1,800
-12% -$27.8K 0.03% 305
2025
Q2 		$242K Hold
15,500
– – 0.06% 218
2025
Q1 		$247K Hold
15,500
– – 0.07% 204
2024
Q4 		$267K Hold
15,500
– – 0.07% 195
2024
Q3 		$273K Hold
15,500
– – 0.05% 236
2024
Q2 		$245K Buy
+15,500
New +$235K 0.06% 209

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ZCP
Z3 Capital Partners Richmond, Virginia $395M AUM
PCM
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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