EA
SCD

Eclectic Associates’s LMP Capital and Income Fund SCD Stock Holding History

Eclectic Associates’s Portfolio SCD Stock Details SCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$252K Hold
16,125
– – 0.03% 143
2026
Q1 		$241K Buy
+16,125
New +$249K 0.03% 140

Other funds holding SCD

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
ZCP
Z3 Capital Partners Richmond, Virginia $476M AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Eclectic Associates's SCD Position: Q2 2026 in Review

Eclectic Associates held its LMP Capital and Income Fund (SCD) position steady in Q2 2026 at 16,125 shares worth $252K. The position accounts for 0.03% of the portfolio, ranked #143.

Eclectic Associates first reported a position in SCD in Q1 2026 and has held it in 2 quarters since. 57 funds tracked by Wall St. Rank hold SCD as of Q2 2026.

  • Eclectic Associates held 16,125 shares of LMP Capital and Income Fund worth $252K as of Q2 2026.
  • Eclectic Associates left its LMP Capital and Income Fund share count unchanged in Q2 2026.
  • LMP Capital and Income Fund made up 0.03% of Eclectic Associates's portfolio in Q2 2026, its #143 holding.
  • Eclectic Associates first reported a position in LMP Capital and Income Fund in Q1 2026 and has held it in 2 quarters since.
  • 57 funds tracked by Wall St. Rank held LMP Capital and Income Fund as of Q2 2026.

Based on Eclectic Associates's 13F filing for Q2 2026, filed 7 Jul 2026.