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Harbor Asset Planning’s Stellus Capital Investment Corp SCM Stock Holding History

Harbor Asset Planning’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
-300
Closed -$3.8K – 448
2025
Q4 		$3.8K Hold
300
– – ﹤0.01% 392
2025
Q3 		$3.92K Hold
300
– – ﹤0.01% 372
2025
Q2 		$4.18K Buy
+300
New +$3.96K ﹤0.01% 370

Other funds holding SCM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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 $324B AUM 22.36% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 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 $124B AUM 33.93% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Harbor Asset Planning's SCM Position: Q1 2026 in Review

Harbor Asset Planning sold out of Stellus Capital Investment Corp (SCM) in Q1 2026, closing a stake of 300 shares — an estimated $3.8K sold.

Harbor Asset Planning first reported a position in SCM in Q2 2025 and held it in 3 quarters. The position peaked at $4.18K in Q2 2025. 63 funds tracked by Wall St. Rank hold SCM as of Q1 2026.

  • Harbor Asset Planning reported no remaining Stellus Capital Investment Corp position as of Q1 2026 after selling out during the quarter.
  • Harbor Asset Planning sold 300 Stellus Capital Investment Corp shares in Q1 2026, an estimated $3.8K.
  • Harbor Asset Planning first reported a position in Stellus Capital Investment Corp in Q2 2025 and held it in 3 quarters.
  • Harbor Asset Planning's Stellus Capital Investment Corp position peaked at $4.18K in Q2 2025.
  • 63 funds tracked by Wall St. Rank held Stellus Capital Investment Corp as of Q1 2026.

Based on Harbor Asset Planning's 13F filing for Q1 2026, filed 22 Apr 2026.