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Garton & Associates Financial Advisors’s Stellus Capital Investment Corp SCM Stock Holding History

Garton & Associates Financial 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
Q1 		– Sell
-1,670
Closed -$21.2K – 589
2025
Q4 		$21.2K Buy
+1,670
New +$20.5K 0.01% 613

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EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 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
CCM
Condor Capital Management Martinsville, New Jersey $1.33B AUM 19.79% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Garton & Associates Financial Advisors's SCM Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Stellus Capital Investment Corp (SCM) in Q1 2026, closing a stake of 1,670 shares — an estimated $21.2K sold.

Garton & Associates Financial Advisors first reported a position in SCM in Q4 2025 and held it in 1 quarter. The position peaked at $21.2K in Q4 2025. 63 funds tracked by Wall St. Rank hold SCM as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Stellus Capital Investment Corp position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 1,670 Stellus Capital Investment Corp shares in Q1 2026, an estimated $21.2K.
  • Garton & Associates Financial Advisors first reported a position in Stellus Capital Investment Corp in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Stellus Capital Investment Corp position peaked at $21.2K in Q4 2025.
  • 63 funds tracked by Wall St. Rank held Stellus Capital Investment Corp as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.