Highline Wealth Partners’s LMP Capital and Income Fund SCD Stock Holding History

Highline Wealth Partners’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	$3.91K	Hold	250	–	–	﹤0.01%	922
2026 Q1	$3.73K	Hold	250	–	–	﹤0.01%	823
2025 Q4	$3.7K	Hold	250	–	–	﹤0.01%	656
2025 Q3	$3.88K	Buy	+250	New	+$3.86K	﹤0.01%	651

Other funds holding SCD

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

Chapin Davis Baltimore, Maryland $569M AUM 145.59% 1-Year Est. Return

Wealth Care LLC Merritt Island, Florida $123M AUM

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return