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Concurrent Investment Advisors’s Stellus Capital Investment Corp SCM Stock Holding History

Concurrent Investment Advisors’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 		$121K Sell
13,111
-2,348
-15% -$26.2K ﹤0.01% 1812
2025
Q4 		$196K Buy
15,459
+2,470
+19% +$30.3K ﹤0.01% 1639
2025
Q3 		$170K Sell
12,989
-3,789
-23% -$54.6K ﹤0.01% 1381
2025
Q2 		$234K Buy
16,778
+437
+3% +$5.77K ﹤0.01% 1193
2025
Q1 		$229K Sell
16,341
-87
-0.5% -$1.26K 0.01% 1061
2024
Q4 		$226K Sell
16,428
-1,668
-9% -$23.1K 0.01% 944
2024
Q3 		$248K Buy
18,096
+2,704
+18% +$37.5K 0.01% 852
2024
Q2 		$211K Buy
+15,392
New +$213K 0.01% 858

Other funds holding SCM

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 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 $121B AUM 33.93% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return