Cambridge Investment Research Advisors
SCD

Cambridge Investment Research Advisors’s LMP Capital and Income Fund SCD Stock Holding History

Cambridge Investment Research Advisors’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 		$313K Buy
19,980
+22
+0.1% +$337 ﹤0.01% 3410
2026
Q1 		$298K Sell
19,958
-1,176
-6% -$18.2K ﹤0.01% 3299
2025
Q4 		$313K Buy
21,134
+263
+1% +$3.92K ﹤0.01% 3158
2025
Q3 		$324K Buy
20,871
+5,776
+38% +$89.2K ﹤0.01% 3057
2025
Q2 		$235K Sell
15,095
-5
-0% -$77 ﹤0.01% 3195
2025
Q1 		$241K Sell
15,100
-297
-2% -$4.97K ﹤0.01% 3065
2024
Q4 		$265K Sell
15,397
-2,329
-13% -$40.2K ﹤0.01% 2943
2024
Q3 		$312K Sell
17,726
-1,239
-7% -$19.9K ﹤0.01% 2807
2024
Q2 		$294K Buy
18,965
+957
+5% +$14.5K ﹤0.01% 2719
2024
Q1 		$282K Hold
18,008
– – ﹤0.01% 2749
2023
Q4 		$252K Hold
18,008
– – ﹤0.01% 2730
2023
Q3 		$225K Buy
18,008
+336
+2% +$4.32K ﹤0.01% 2717
2023
Q2 		$226K Sell
17,672
-89
-0.5% -$1.09K ﹤0.01% 2776
2023
Q1 		$217K Sell
17,761
-626
-3% -$7.69K ﹤0.01% 2760
2022
Q4 		$221K Buy
18,387
+715
+4% +$8.68K ﹤0.01% 2672
2022
Q3 		$199K Sell
17,672
-383
-2% -$4.93K ﹤0.01% 2704
2022
Q2 		$222K Sell
18,055
-1,356
-7% -$18.3K ﹤0.01% 2634
2022
Q1 		$284K Buy
19,411
+369
+2% +$5.3K ﹤0.01% 2593
2021
Q4 		$289K Buy
+19,042
New +$277K ﹤0.01% 2559

Other funds holding SCD

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
ZCP
Z3 Capital Partners Richmond, Virginia $476M AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cambridge Investment Research Advisors's SCD Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its LMP Capital and Income Fund (SCD) stake by 0.11% in Q2 2026, buying an estimated $337 and bringing the position to 19,980 shares worth $313K. The position accounts for ﹤0.01% of the portfolio, ranked #3410.

Cambridge Investment Research Advisors first reported a position in SCD in Q4 2021 and has held it in 19 quarters since. The position peaked at $324K in Q3 2025. 57 funds tracked by Wall St. Rank hold SCD as of Q2 2026.

  • Cambridge Investment Research Advisors held 19,980 shares of LMP Capital and Income Fund worth $313K as of Q2 2026.
  • Cambridge Investment Research Advisors bought 22 LMP Capital and Income Fund shares in Q2 2026, an estimated $337.
  • LMP Capital and Income Fund made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #3410 holding.
  • Cambridge Investment Research Advisors first reported a position in LMP Capital and Income Fund in Q4 2021 and has held it in 19 quarters since.
  • Cambridge Investment Research Advisors's LMP Capital and Income Fund position peaked at $324K in Q3 2025.
  • 57 funds tracked by Wall St. Rank held LMP Capital and Income Fund as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.