APW
SCD icon

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
Q3 		$178K Buy
12,082
+264
+2% +$4.08K 0.11% 164
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

Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Shaker Financial Services
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
Wolverine Asset Management
Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return
Chapin Davis
Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Blue Bell Private Wealth Management
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Aurora Private Wealth's SCD Position: Q3 2026 in Review

Aurora Private Wealth increased its LMP Capital and Income Fund (SCD) stake by 2.2% in Q3 2026, buying an estimated $4.08K and bringing the position to 12,082 shares worth $178K. The position accounts for 0.11% of the portfolio, ranked #164.

Aurora Private Wealth first reported a position in SCD in Q3 2024 and has held it in 8 quarters since. The position peaked at $185K in Q2 2026. 24 funds tracked by Wall St. Rank hold SCD as of Q3 2026.

  • Aurora Private Wealth held 12,082 shares of LMP Capital and Income Fund worth $178K as of Q3 2026.
  • Aurora Private Wealth bought 264 LMP Capital and Income Fund shares in Q3 2026, an estimated $4.08K.
  • LMP Capital and Income Fund made up 0.11% of Aurora Private Wealth's portfolio in Q3 2026, its #164 holding.
  • Aurora Private Wealth first reported a position in LMP Capital and Income Fund in Q3 2024 and has held it in 8 quarters since.
  • Aurora Private Wealth's LMP Capital and Income Fund position peaked at $185K in Q2 2026.
  • 24 funds tracked by Wall St. Rank held LMP Capital and Income Fund as of Q3 2026.

Based on Aurora Private Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.