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

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $569M AUM 145.59% 1-Year Est. Return
WCL
Wealth Care LLC Merritt Island, Florida $123M AUM
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
AHL
Abel Hall LLC Baton Rouge, Louisiana $579M AUM 54.21% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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. 19 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.
  • 19 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.