APW
SCD

Aurora Private Wealth’s LMP Capital and Income Fund SCD Stock Holding History

Aurora Private Wealth’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
Q2 		$185K Buy
11,818
+507
+4% +$7.76K 0.12% 175
2026
Q1 		$168K Hold
11,311
– – 0.12% 165
2025
Q4 		$168K Buy
+11,311
New +$168K 0.11% 161
2025
Q2 		$167K Buy
10,737
+228
+2% +$3.52K 0.12% 159
2025
Q1 		$167K Buy
10,509
+131
+1% +$2.19K 0.13% 147
2024
Q4 		$179K Buy
10,378
+249
+2% +$4.3K 0.13% 151
2024
Q3 		$178K Buy
+10,129
New +$163K 0.14% 149

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
ZCP
Z3 Capital Partners Richmond, Virginia $476M AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Aurora Private Wealth's SCD Position: Q2 2026 in Review

Aurora Private Wealth increased its LMP Capital and Income Fund (SCD) stake by 4.5% in Q2 2026, buying an estimated $7.76K and bringing the position to 11,818 shares worth $185K. The position accounts for 0.12% of the portfolio, ranked #175.

Aurora Private Wealth first reported a position in SCD in Q3 2024 and has held it in 7 quarters since. 57 funds tracked by Wall St. Rank hold SCD as of Q2 2026.

  • Aurora Private Wealth held 11,818 shares of LMP Capital and Income Fund worth $185K as of Q2 2026.
  • Aurora Private Wealth bought 507 LMP Capital and Income Fund shares in Q2 2026, an estimated $7.76K.
  • LMP Capital and Income Fund made up 0.12% of Aurora Private Wealth's portfolio in Q2 2026, its #175 holding.
  • Aurora Private Wealth first reported a position in LMP Capital and Income Fund in Q3 2024 and has held it in 7 quarters since.
  • 57 funds tracked by Wall St. Rank held LMP Capital and Income Fund as of Q2 2026.

Based on Aurora Private Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.