Independent Financial Group’s LMP Capital and Income Fund SCD Stock Holding History

Independent Financial Group’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	$358K	Buy	+22,865	New	+$350K	0.01%	1143

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

Independent Financial Group's SCD Position: Q2 2026 in Review

Independent Financial Group opened a new position in LMP Capital and Income Fund (SCD) in Q2 2026: 22,865 shares worth $358K. The stake represents 0.01% of the portfolio and ranks #1143 among its holdings.

57 funds tracked by Wall St. Rank hold SCD as of Q2 2026.

Independent Financial Group held 22,865 shares of LMP Capital and Income Fund worth $358K as of Q2 2026.
LMP Capital and Income Fund was a new Independent Financial Group position in Q2 2026.
LMP Capital and Income Fund made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1143 holding.
57 funds tracked by Wall St. Rank held LMP Capital and Income Fund as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.