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

HB Wealth Management’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 Q3	$742K	Buy	+50,348	New	+$778K	﹤0.01%	1022

Other funds holding SCD

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return

Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

APW

Aurora Private Wealth Rockaway, New Jersey $159M AUM 18.68% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

HB Wealth Management's SCD Position: Q3 2026 in Review

HB Wealth Management opened a new position in LMP Capital and Income Fund (SCD) in Q3 2026: 50,348 shares worth $742K. The stake represents ﹤0.01% of the portfolio and ranks #1022 among its holdings.

13 funds tracked by Wall St. Rank hold SCD as of Q3 2026.

HB Wealth Management held 50,348 shares of LMP Capital and Income Fund worth $742K as of Q3 2026.
LMP Capital and Income Fund was a new HB Wealth Management position in Q3 2026.
LMP Capital and Income Fund made up ﹤0.01% of HB Wealth Management's portfolio in Q3 2026, its #1022 holding.
13 funds tracked by Wall St. Rank held LMP Capital and Income Fund as of Q3 2026.

Based on HB Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.