Ethos Financial Group’s Stellus Capital Investment Corp SCM Stock Holding History

Ethos Financial Group’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	$1.83M	Buy	217,193 +19,403	+10%	+$178K	0.12%	154
2026 Q1	$2.51M	Hold	197,790	–	–	0.18%	118
2025 Q4	$2.51M	Sell	197,790 -7,376	-4%	-$90.5K	0.19%	116
2025 Q3	$2.68M	Buy	205,166 +8,071	+4%	+$116K	0.21%	101
2025 Q2	$2.75M	Buy	197,095 +4,633	+2%	+$61.2K	0.24%	97
2025 Q1	$2.69M	Buy	+192,462	New	+$2.79M	0.26%	94

Other funds holding SCM

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

CCM

Condor Capital Management Martinsville, New Jersey $1.33B AUM 19.79% 1-Year Est. Return

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

Samjo Management New York $293M AUM 57.03% 1-Year Est. Return

Ethos Financial Group's SCM Position: Q2 2026 in Review

Ethos Financial Group increased its Stellus Capital Investment Corp (SCM) stake by 9.8% in Q2 2026, buying an estimated $178K and bringing the position to 217,193 shares worth $1.83M. The position accounts for 0.12% of the portfolio, ranked #154.

Ethos Financial Group first reported a position in SCM in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.75M in Q2 2025. 60 funds tracked by Wall St. Rank hold SCM as of Q2 2026.

Ethos Financial Group held 217,193 shares of Stellus Capital Investment Corp worth $1.83M as of Q2 2026.
Ethos Financial Group bought 19,403 Stellus Capital Investment Corp shares in Q2 2026, an estimated $178K.
Stellus Capital Investment Corp made up 0.12% of Ethos Financial Group's portfolio in Q2 2026, its #154 holding.
Ethos Financial Group first reported a position in Stellus Capital Investment Corp in Q1 2025 and has held it in 6 quarters since.
Ethos Financial Group's Stellus Capital Investment Corp position peaked at $2.75M in Q2 2025.
60 funds tracked by Wall St. Rank held Stellus Capital Investment Corp as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.