Beaird Harris Wealth Management’s LMP Capital and Income Fund SCD Stock Holding History

Beaird Harris Wealth Management’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 Q1	–	Sell	-225	Closed	-$3.33K	–	721
2025 Q4	$3.33K	Hold	225	–	–	﹤0.01%	478
2025 Q3	$3.5K	Buy	+225	New	+$3.47K	﹤0.01%	460

Other funds holding SCD

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

ZCP

Z3 Capital Partners Richmond, Virginia $476M AUM

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

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

SPIA

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AAM

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

AIA

Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return

Beaird Harris Wealth Management's SCD Position: Q1 2026 in Review

Beaird Harris Wealth Management sold out of LMP Capital and Income Fund (SCD) in Q1 2026, closing a stake of 225 shares — an estimated $3.33K sold.

Beaird Harris Wealth Management first reported a position in SCD in Q3 2025 and held it in 2 quarters. The position peaked at $3.5K in Q3 2025. 53 funds tracked by Wall St. Rank hold SCD as of Q1 2026.

Beaird Harris Wealth Management reported no remaining LMP Capital and Income Fund position as of Q1 2026 after selling out during the quarter.
Beaird Harris Wealth Management sold 225 LMP Capital and Income Fund shares in Q1 2026, an estimated $3.33K.
Beaird Harris Wealth Management first reported a position in LMP Capital and Income Fund in Q3 2025 and held it in 2 quarters.
Beaird Harris Wealth Management's LMP Capital and Income Fund position peaked at $3.5K in Q3 2025.
53 funds tracked by Wall St. Rank held LMP Capital and Income Fund as of Q1 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.