EWA
SCD

EverSource Wealth Advisors’s LMP Capital and Income Fund SCD Stock Holding History

EverSource Wealth Advisors’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 		$1.74K Buy
+111
New +$1.7K ﹤0.01% 3777

Other funds holding SCD

ZCP
Z3 Capital Partners Richmond, Virginia $476M AUM
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $569M AUM 145.59% 1-Year Est. Return
WCL
Wealth Care LLC Merritt Island, Florida $123M AUM
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return

EverSource Wealth Advisors's SCD Position: Q2 2026 in Review

EverSource Wealth Advisors opened a new position in LMP Capital and Income Fund (SCD) in Q2 2026: 111 shares worth $1.74K. The stake represents ﹤0.01% of the portfolio and ranks #3777 among its holdings.

29 funds tracked by Wall St. Rank hold SCD as of Q2 2026.

  • EverSource Wealth Advisors held 111 shares of LMP Capital and Income Fund worth $1.74K as of Q2 2026.
  • LMP Capital and Income Fund was a new EverSource Wealth Advisors position in Q2 2026.
  • LMP Capital and Income Fund made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3777 holding.
  • 29 funds tracked by Wall St. Rank held LMP Capital and Income Fund as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.