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

Crewe 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
Q2 		$8.67K Buy
1,030
+160
+18% +$1.47K ﹤0.01% 784
2026
Q1 		$8.01K Buy
870
+37
+4% +$412 ﹤0.01% 689
2025
Q4 		$10.6K Buy
833
+63
+8% +$773 ﹤0.01% 615
2025
Q3 		$10.1K Buy
770
+19
+3% +$274 ﹤0.01% 630
2025
Q2 		$10.5K Buy
751
+1
+0.1% +$13 ﹤0.01% 456
2025
Q1 		$10.5K Hold
750
– – ﹤0.01% 422
2024
Q4 		$10.3K Buy
+750
New +$10.4K ﹤0.01% 426

Other funds holding SCM

Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.33B AUM 19.79% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
IWA
Icon Wealth Advisors Houston, Texas $1.66B AUM 24.99% 1-Year Est. Return

Crewe Advisors's SCM Position: Q2 2026 in Review

Crewe Advisors increased its Stellus Capital Investment Corp (SCM) stake by 18% in Q2 2026, buying an estimated $1.47K and bringing the position to 1,030 shares worth $8.67K. The position accounts for ﹤0.01% of the portfolio, ranked #784.

Crewe Advisors first reported a position in SCM in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.6K in Q4 2025. 60 funds tracked by Wall St. Rank hold SCM as of Q2 2026.

  • Crewe Advisors held 1,030 shares of Stellus Capital Investment Corp worth $8.67K as of Q2 2026.
  • Crewe Advisors bought 160 Stellus Capital Investment Corp shares in Q2 2026, an estimated $1.47K.
  • Stellus Capital Investment Corp made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #784 holding.
  • Crewe Advisors first reported a position in Stellus Capital Investment Corp in Q4 2024 and has held it in 7 quarters since.
  • Crewe Advisors's Stellus Capital Investment Corp position peaked at $10.6K in Q4 2025.
  • 60 funds tracked by Wall St. Rank held Stellus Capital Investment Corp as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.