IWA
SCM icon

Icon Wealth Advisors’s Stellus Capital Investment Corp SCM Stock Holding History

Icon Wealth Advisors’s Portfolio SCM Stock Details SCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.29M Sell
135,269
-198
-0.1% -$2.21K 0.08% 143
2025
Q4 		$1.72M Buy
135,467
+139
+0.1% +$1.71K 0.11% 125
2025
Q3 		$1.77M Buy
135,328
+114
+0.1% +$1.64K 0.12% 125
2025
Q2 		$1.88M Buy
135,214
+125
+0.1% +$1.65K 0.13% 121
2025
Q1 		$1.89M Buy
135,089
+3,612
+3% +$52.4K 0.16% 106
2024
Q4 		$1.81M Buy
131,477
+12
+0% +$166 0.15% 105
2024
Q3 		$1.8M Buy
131,465
+8
+0% +$111 0.15% 101
2024
Q2 		$1.84M Buy
131,457
+15
+0% +$207 0.16% 95
2024
Q1 		$1.72M Buy
131,442
+389
+0.3% +$5.06K 0.16% 109
2023
Q4 		$1.68M Buy
+131,053
New +$1.69M 0.18% 100

Other funds holding SCM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Icon Wealth Advisors's SCM Position: Q1 2026 in Review

Icon Wealth Advisors reduced its Stellus Capital Investment Corp (SCM) stake by 0.15% in Q1 2026, selling an estimated $2.21K and leaving 135,269 shares worth $1.29M. The position accounts for 0.08% of the portfolio, ranked #143.

Icon Wealth Advisors first reported a position in SCM in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.89M in Q1 2025. 63 funds tracked by Wall St. Rank hold SCM as of Q1 2026.

  • Icon Wealth Advisors held 135,269 shares of Stellus Capital Investment Corp worth $1.29M as of Q1 2026.
  • Icon Wealth Advisors sold 198 Stellus Capital Investment Corp shares in Q1 2026, an estimated $2.21K.
  • Stellus Capital Investment Corp made up 0.08% of Icon Wealth Advisors's portfolio in Q1 2026, its #143 holding.
  • Icon Wealth Advisors first reported a position in Stellus Capital Investment Corp in Q4 2023 and has held it in 10 quarters since.
  • Icon Wealth Advisors's Stellus Capital Investment Corp position peaked at $1.89M in Q1 2025.
  • 63 funds tracked by Wall St. Rank held Stellus Capital Investment Corp as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.