Carson Wealth (CWM LLC)
SCM icon

Carson Wealth (CWM LLC)’s Stellus Capital Investment Corp SCM Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$3.68K Hold
400
– – ﹤0.01% 5132
2025
Q4 		$5K Hold
400
– – ﹤0.01% 4842
2025
Q3 		$5K Hold
400
– – ﹤0.01% 4755
2025
Q2 		$6K Hold
400
– – ﹤0.01% 4564
2025
Q1 		$6K Hold
400
– – ﹤0.01% 4403
2024
Q4 		$6K Hold
400
– – ﹤0.01% 4147
2024
Q3 		$5K Hold
400
– – ﹤0.01% 4133
2024
Q2 		$5K Hold
400
– – ﹤0.01% 3894
2024
Q1 		$5K Hold
400
– – ﹤0.01% 3689
2023
Q4 		$5K Hold
400
– – ﹤0.01% 3541
2023
Q3 		$5K Hold
400
– – ﹤0.01% 3488
2023
Q2 		$6K Hold
400
– – ﹤0.01% 3377
2023
Q1 		$6K Hold
400
– – ﹤0.01% 3237
2022
Q4 		$5K Hold
400
– – ﹤0.01% 3220
2022
Q3 		$5K Buy
+400
New +$5.19K ﹤0.01% 3099
2017
Q4 		– Sell
-1,839
Closed -$25K – 1567
2017
Q3 		$25K Buy
+1,839
New +$25K ﹤0.01% 662

Other funds holding SCM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.33B AUM 19.79% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SCM Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its Stellus Capital Investment Corp (SCM) position steady in Q1 2026 at 400 shares worth $3.68K. The position accounts for ﹤0.01% of the portfolio, ranked #5132.

Carson Wealth (CWM LLC) first reported a position in SCM in Q3 2017 and has held it in 16 quarters since. The position peaked at $25K in Q3 2017. 63 funds tracked by Wall St. Rank hold SCM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 400 shares of Stellus Capital Investment Corp worth $3.68K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Stellus Capital Investment Corp share count unchanged in Q1 2026.
  • Stellus Capital Investment Corp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5132 holding.
  • Carson Wealth (CWM LLC) first reported a position in Stellus Capital Investment Corp in Q3 2017 and has held it in 16 quarters since.
  • Carson Wealth (CWM LLC)'s Stellus Capital Investment Corp position peaked at $25K in Q3 2017.
  • 63 funds tracked by Wall St. Rank held Stellus Capital Investment Corp as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.