Avantax Advisory Services’s LMP Capital and Income Fund SCD Stock Holding History

Avantax Advisory Services’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
2023 Q3	–	Sell	-18,025	Closed	-$231K	–	1611
2023 Q2	$231K	Hold	18,025	–	–	﹤0.01%	1330
2023 Q1	$220K	Sell	18,025 -3,500	-16%	-$43K	﹤0.01%	1317
2022 Q4	$259K	Sell	21,525 -3,323	-13%	-$40.3K	﹤0.01%	1180
2022 Q3	$280K	Sell	24,848 -2,349	-9%	-$30.2K	﹤0.01%	1041
2022 Q2	$335K	Sell	27,197 -3,962	-13%	-$53.4K	0.01%	959
2022 Q1	$455K	Sell	31,159 -1,420	-4%	-$20.4K	0.01%	820
2021 Q4	$495K	Sell	32,579 -925	-3%	-$13.5K	0.01%	762
2021 Q3	$461K	Buy	33,504 +2,836	+9%	+$40.6K	0.01%	750
2021 Q2	$442K	Buy	30,668 +1,100	+4%	+$15.1K	0.01%	751
2021 Q1	$374K	Sell	29,568 -1,900	-6%	-$23.2K	0.01%	715
2020 Q4	$366K	Buy	31,468 +4,598	+17%	+$50.5K	0.01%	655
2020 Q3	$275K	Buy	26,870 +7,104	+36%	+$74.3K	﹤0.01%	1066
2020 Q2	$198K	Buy	19,766 +120	+0.6%	+$1.17K	0.01%	793
2020 Q1	$157K	Sell	19,646 -2,028	-9%	-$26.9K	﹤0.01%	739
2019 Q4	$338K	Sell	21,674 -4,416	-17%	-$63.8K	0.01%	598
2019 Q3	$366K	Buy	26,090 +10,444	+67%	+$144K	0.01%	384
2019 Q2	$212K	Buy	+15,646	New	+$207K	0.01%	475

Other funds holding SCD

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Avantax Advisory Services's SCD Position: Q3 2023 in Review

Avantax Advisory Services sold out of LMP Capital and Income Fund (SCD) in Q3 2023, closing a stake of 18,025 shares — an estimated $231K sold.

Avantax Advisory Services first reported a position in SCD in Q2 2019 and held it in 17 quarters. The position peaked at $495K in Q4 2021. 38 funds tracked by Wall St. Rank hold SCD as of Q3 2023.

Avantax Advisory Services reported no remaining LMP Capital and Income Fund position as of Q3 2023 after selling out during the quarter.
Avantax Advisory Services sold 18,025 LMP Capital and Income Fund shares in Q3 2023, an estimated $231K.
Avantax Advisory Services first reported a position in LMP Capital and Income Fund in Q2 2019 and held it in 17 quarters.
Avantax Advisory Services's LMP Capital and Income Fund position peaked at $495K in Q4 2021.
38 funds tracked by Wall St. Rank held LMP Capital and Income Fund as of Q3 2023.

Based on Avantax Advisory Services's 13F filing for Q3 2023, filed 8 Nov 2023.