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

Doliver 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 Q3	$182K	Sell	24,501 -30,791	-56%	-$250K	0.04%	176
2026 Q2	$466K	Buy	55,292 +45,292	+453%	+$415K	0.11%	134
2026 Q1	$92.1K	Buy	+10,000	New	+$111K	0.02%	176

Other funds holding SCM

GCA

Gallagher Capital Advisors Argyle, Texas $187M AUM 21.63% 1-Year Est. Return

SMH

Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return

CFG

Clayton Financial Group St. Louis, Missouri $190M AUM 14.79% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Doliver Advisors's SCM Position: Q3 2026 in Review

Doliver Advisors reduced its Stellus Capital Investment Corp (SCM) stake by 56% in Q3 2026, selling an estimated $250K and leaving 24,501 shares worth $182K. The position accounts for 0.04% of the portfolio, ranked #176.

Doliver Advisors first reported a position in SCM in Q1 2026 and has held it in 3 quarters since. The position peaked at $466K in Q2 2026. 5 funds tracked by Wall St. Rank hold SCM as of Q3 2026.

Doliver Advisors held 24,501 shares of Stellus Capital Investment Corp worth $182K as of Q3 2026.
Doliver Advisors sold 30,791 Stellus Capital Investment Corp shares in Q3 2026, an estimated $250K.
Stellus Capital Investment Corp made up 0.04% of Doliver Advisors's portfolio in Q3 2026, its #176 holding.
Doliver Advisors first reported a position in Stellus Capital Investment Corp in Q1 2026 and has held it in 3 quarters since.
Doliver Advisors's Stellus Capital Investment Corp position peaked at $466K in Q2 2026.
5 funds tracked by Wall St. Rank held Stellus Capital Investment Corp as of Q3 2026.

Based on Doliver Advisors's 13F filing for Q3 2026, filed 1 Oct 2026.