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 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

Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return

Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return

Highline Wealth Partners Sherman Oaks, California $490M AUM 19.33% 1-Year Est. Return

Aventura Private Wealth Aventura, Florida $326M AUM 34.36% 1-Year Est. Return