IFP Advisors’s LMP Capital and Income Fund SCD Stock Holding History

IFP Advisors’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	$15.2K	Buy	+973	New	+$14.9K	﹤0.01%	3140
2023 Q1	–	Sell	-106	Closed	-$1K	–	4255
2022 Q4	$1K	Buy	106 +6	+6%	+$73	﹤0.01%	4466
2022 Q3	$1K	Sell	100 -42	-30%	-$541	﹤0.01%	4670
2022 Q2	$2K	Hold	142	–	–	﹤0.01%	4177
2022 Q1	$2K	Buy	+142	New	+$2.04K	﹤0.01%	4175
2016 Q1	–	Sell	-471	Closed	-$6K	–	3250
2015 Q4	$6K	Buy	+471	New	+$5.95K	﹤0.01%	2878

Other funds holding SCD

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

ZCP

Z3 Capital Partners Richmond, Virginia $476M AUM

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IFP Advisors's SCD Position: Q2 2026 in Review

IFP Advisors opened a new position in LMP Capital and Income Fund (SCD) in Q2 2026: 973 shares worth $15.2K. The stake represents ﹤0.01% of the portfolio and ranks #3140 among its holdings. This is a return to the name: IFP Advisors previously reported a position in SCD as recently as Q4 2022.

IFP Advisors first reported a position in SCD in Q4 2015 and has held it in 6 quarters since. 57 funds tracked by Wall St. Rank hold SCD as of Q2 2026.

IFP Advisors held 973 shares of LMP Capital and Income Fund worth $15.2K as of Q2 2026.
LMP Capital and Income Fund was a new IFP Advisors position in Q2 2026.
LMP Capital and Income Fund made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3140 holding.
IFP Advisors first reported a position in LMP Capital and Income Fund in Q4 2015 and has held it in 6 quarters since.
57 funds tracked by Wall St. Rank held LMP Capital and Income Fund as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.