HWMG
SCD

Harbour Wealth Management Group’s LMP Capital and Income Fund SCD Stock Holding History

Harbour Wealth Management Group’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 		$211K Buy
13,467
+255
+2% +$3.9K 0.14% 83
2026
Q1 		$197K Buy
13,212
+50
+0.4% +$772 0.15% 84
2025
Q4 		$195K Buy
+13,162
New +$196K 0.15% 87

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

Harbour Wealth Management Group's SCD Position: Q2 2026 in Review

Harbour Wealth Management Group increased its LMP Capital and Income Fund (SCD) stake by 1.9% in Q2 2026, buying an estimated $3.9K and bringing the position to 13,467 shares worth $211K. The position accounts for 0.14% of the portfolio, ranked #83.

Harbour Wealth Management Group first reported a position in SCD in Q4 2025 and has held it in 3 quarters since. 57 funds tracked by Wall St. Rank hold SCD as of Q2 2026.

  • Harbour Wealth Management Group held 13,467 shares of LMP Capital and Income Fund worth $211K as of Q2 2026.
  • Harbour Wealth Management Group bought 255 LMP Capital and Income Fund shares in Q2 2026, an estimated $3.9K.
  • LMP Capital and Income Fund made up 0.14% of Harbour Wealth Management Group's portfolio in Q2 2026, its #83 holding.
  • Harbour Wealth Management Group first reported a position in LMP Capital and Income Fund in Q4 2025 and has held it in 3 quarters since.
  • 57 funds tracked by Wall St. Rank held LMP Capital and Income Fund as of Q2 2026.

Based on Harbour Wealth Management Group's 13F filing for Q2 2026, filed 7 Aug 2026.