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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

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

Doliver Advisors's SCM Position: Q2 2026 in Review

Doliver Advisors increased its Stellus Capital Investment Corp (SCM) stake by 453% in Q2 2026, buying an estimated $415K and bringing the position to 55,292 shares worth $466K. The position accounts for 0.11% of the portfolio, ranked #134.

Doliver Advisors first reported a position in SCM in Q1 2026 and has held it in 2 quarters since. 60 funds tracked by Wall St. Rank hold SCM as of Q2 2026.

  • Doliver Advisors held 55,292 shares of Stellus Capital Investment Corp worth $466K as of Q2 2026.
  • Doliver Advisors bought 45,292 Stellus Capital Investment Corp shares in Q2 2026, an estimated $415K.
  • Stellus Capital Investment Corp made up 0.11% of Doliver Advisors's portfolio in Q2 2026, its #134 holding.
  • Doliver Advisors first reported a position in Stellus Capital Investment Corp in Q1 2026 and has held it in 2 quarters since.
  • 60 funds tracked by Wall St. Rank held Stellus Capital Investment Corp as of Q2 2026.

Based on Doliver Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.