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Aventura Private Wealth’s Stellus Capital Investment Corp SCM Stock Holding History

Aventura Private Wealth’s Portfolio SCM Stock Details SCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.97K Hold
472
– – ﹤0.01% 728
2026
Q1 		$4.35K Hold
472
– – ﹤0.01% 671
2025
Q4 		$5.99K Hold
472
– – ﹤0.01% 580
2025
Q3 		$6.16K Hold
472
– – ﹤0.01% 561
2025
Q2 		$6.58K Hold
472
– – ﹤0.01% 519
2025
Q1 		$6.61K Hold
472
– – ﹤0.01% 502
2024
Q4 		$6.5K Buy
+472
New +$6.54K ﹤0.01% 487

Other funds holding SCM

DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
SWP
Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Aventura Private Wealth's SCM Position: Q2 2026 in Review

Aventura Private Wealth held its Stellus Capital Investment Corp (SCM) position steady in Q2 2026 at 472 shares worth $3.97K. The position accounts for ﹤0.01% of the portfolio, ranked #728.

Aventura Private Wealth first reported a position in SCM in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.61K in Q1 2025. 6 funds tracked by Wall St. Rank hold SCM as of Q2 2026.

  • Aventura Private Wealth held 472 shares of Stellus Capital Investment Corp worth $3.97K as of Q2 2026.
  • Aventura Private Wealth left its Stellus Capital Investment Corp share count unchanged in Q2 2026.
  • Stellus Capital Investment Corp made up ﹤0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #728 holding.
  • Aventura Private Wealth first reported a position in Stellus Capital Investment Corp in Q4 2024 and has held it in 7 quarters since.
  • Aventura Private Wealth's Stellus Capital Investment Corp position peaked at $6.61K in Q1 2025.
  • 6 funds tracked by Wall St. Rank held Stellus Capital Investment Corp as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.