AFG
SCD

Atomi Financial Group’s LMP Capital and Income Fund SCD Stock Holding History

Atomi Financial Group’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
Q3 		– Sell
-35,542
Closed -$554K – 1233
2025
Q2 		$554K Buy
35,542
+2,608
+8% +$40.3K 0.02% 546
2025
Q1 		$525K Buy
32,934
+5,124
+18% +$85.8K 0.02% 515
2024
Q4 		$478K Buy
27,810
+1,557
+6% +$26.9K 0.02% 502
2024
Q3 		$462K Buy
26,253
+2,517
+11% +$40.5K 0.03% 483
2024
Q2 		$367K Buy
+23,736
New +$360K 0.03% 513

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
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Atomi Financial Group's SCD Position: Q3 2025 in Review

Atomi Financial Group sold out of LMP Capital and Income Fund (SCD) in Q3 2025, closing a stake of 35,542 shares — an estimated $554K sold.

Atomi Financial Group first reported a position in SCD in Q2 2024 and held it in 5 quarters. The position peaked at $554K in Q2 2025. 55 funds tracked by Wall St. Rank hold SCD as of Q3 2025.

  • Atomi Financial Group reported no remaining LMP Capital and Income Fund position as of Q3 2025 after selling out during the quarter.
  • Atomi Financial Group sold 35,542 LMP Capital and Income Fund shares in Q3 2025, an estimated $554K.
  • Atomi Financial Group first reported a position in LMP Capital and Income Fund in Q2 2024 and held it in 5 quarters.
  • Atomi Financial Group's LMP Capital and Income Fund position peaked at $554K in Q2 2025.
  • 55 funds tracked by Wall St. Rank held LMP Capital and Income Fund as of Q3 2025.

Based on Atomi Financial Group's 13F filing for Q3 2025, filed 10 Nov 2025.