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 Q3	$3.68K	Hold	250	–	–	﹤0.01%	997
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 $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

Highline Wealth Partners's SCD Position: Q3 2026 in Review

Highline Wealth Partners held its LMP Capital and Income Fund (SCD) position steady in Q3 2026 at 250 shares worth $3.68K. The position accounts for ﹤0.01% of the portfolio, ranked #997.

Highline Wealth Partners first reported a position in SCD in Q3 2025 and has held it in 5 quarters since. The position peaked at $3.91K in Q2 2026. 12 funds tracked by Wall St. Rank hold SCD as of Q3 2026.

Highline Wealth Partners held 250 shares of LMP Capital and Income Fund worth $3.68K as of Q3 2026.
Highline Wealth Partners left its LMP Capital and Income Fund share count unchanged in Q3 2026.
LMP Capital and Income Fund made up ﹤0.01% of Highline Wealth Partners's portfolio in Q3 2026, its #997 holding.
Highline Wealth Partners first reported a position in LMP Capital and Income Fund in Q3 2025 and has held it in 5 quarters since.
Highline Wealth Partners's LMP Capital and Income Fund position peaked at $3.91K in Q2 2026.
12 funds tracked by Wall St. Rank held LMP Capital and Income Fund as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.