HWP
SCD

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

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

Highline Wealth Partners's SCD Position: Q2 2026 in Review

Highline Wealth Partners held its LMP Capital and Income Fund (SCD) position steady in Q2 2026 at 250 shares worth $3.91K. The position accounts for ﹤0.01% of the portfolio, ranked #922.

Highline Wealth Partners first reported a position in SCD in Q3 2025 and has held it in 4 quarters since. 57 funds tracked by Wall St. Rank hold SCD as of Q2 2026.

  • Highline Wealth Partners held 250 shares of LMP Capital and Income Fund worth $3.91K as of Q2 2026.
  • Highline Wealth Partners left its LMP Capital and Income Fund share count unchanged in Q2 2026.
  • LMP Capital and Income Fund made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #922 holding.
  • Highline Wealth Partners first reported a position in LMP Capital and Income Fund in Q3 2025 and has held it in 4 quarters since.
  • 57 funds tracked by Wall St. Rank held LMP Capital and Income Fund as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.