APA
SCD

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

Astoria Portfolio 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
-64,889
Closed -$1.02M – 329
2025
Q3 		$1.02M Buy
64,889
+8,506
+15% +$131K 0.27% 61
2025
Q2 		$858K Sell
56,383
-45
-0.1% -$695 0.24% 84
2025
Q1 		$839K Buy
56,428
+19,579
+53% +$328K 0.29% 83
2024
Q4 		$622K Buy
+36,849
New +$637K 0.22% 92

Other funds holding SCD

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ZCP
Z3 Capital Partners Richmond, Virginia $476M AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
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

Astoria Portfolio Advisors's SCD Position: Q4 2025 in Review

Astoria Portfolio Advisors sold out of LMP Capital and Income Fund (SCD) in Q4 2025, closing a stake of 64,889 shares — an estimated $1.02M sold.

Astoria Portfolio Advisors first reported a position in SCD in Q4 2024 and held it in 4 quarters. The position peaked at $1.02M in Q3 2025. 60 funds tracked by Wall St. Rank hold SCD as of Q4 2025.

  • Astoria Portfolio Advisors reported no remaining LMP Capital and Income Fund position as of Q4 2025 after selling out during the quarter.
  • Astoria Portfolio Advisors sold 64,889 LMP Capital and Income Fund shares in Q4 2025, an estimated $1.02M.
  • Astoria Portfolio Advisors first reported a position in LMP Capital and Income Fund in Q4 2024 and held it in 4 quarters.
  • Astoria Portfolio Advisors's LMP Capital and Income Fund position peaked at $1.02M in Q3 2025.
  • 60 funds tracked by Wall St. Rank held LMP Capital and Income Fund as of Q4 2025.

Based on Astoria Portfolio Advisors's 13F filing for Q4 2025, filed 24 Feb 2026.