Cetera Investment Advisers’s LMP Capital and Income Fund SCD Stock Holding History

Cetera Investment Advisers’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	-21,530	Closed	-$319K	–	4945
2025 Q4	$319K	Buy	21,530 +3,532	+20%	+$52.6K	﹤0.01%	3855
2025 Q3	$280K	Buy	17,998 +1,969	+12%	+$30.4K	﹤0.01%	3886
2025 Q2	$250K	Buy	16,029 +3,062	+24%	+$47.3K	﹤0.01%	3551
2025 Q1	$207K	Buy	12,967 +728	+6%	+$12.2K	﹤0.01%	3582
2024 Q4	$211K	Buy	12,239 +1,182	+11%	+$20.4K	﹤0.01%	3400
2024 Q3	$194K	Sell	11,057 -410	-4%	-$6.6K	﹤0.01%	3387
2024 Q2	$178K	Sell	11,467 -820	-7%	-$12.4K	﹤0.01%	3392
2024 Q1	$192K	Buy	+12,287	New	+$175K	﹤0.01%	3369
2023 Q3	–	Sell	-10,948	Closed	-$140K	–	2284
2023 Q2	$140K	Buy	+10,948	New	+$134K	﹤0.01%	2050

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

Cetera Investment Advisers's SCD Position: Q1 2026 in Review

Cetera Investment Advisers sold out of LMP Capital and Income Fund (SCD) in Q1 2026, closing a stake of 21,530 shares — an estimated $319K sold.

Cetera Investment Advisers first reported a position in SCD in Q2 2023 and held it in 9 quarters. The position peaked at $319K in Q4 2025. 53 funds tracked by Wall St. Rank hold SCD as of Q1 2026.

Cetera Investment Advisers reported no remaining LMP Capital and Income Fund position as of Q1 2026 after selling out during the quarter.
Cetera Investment Advisers sold 21,530 LMP Capital and Income Fund shares in Q1 2026, an estimated $319K.
Cetera Investment Advisers first reported a position in LMP Capital and Income Fund in Q2 2023 and held it in 9 quarters.
Cetera Investment Advisers's LMP Capital and Income Fund position peaked at $319K in Q4 2025.
53 funds tracked by Wall St. Rank held LMP Capital and Income Fund as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.