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Inspire Advisors’s Stellus Capital Investment Corp SCM Stock Holding History

Inspire 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 		$1.02M Buy
111,157
+3,370
+3% +$37.6K 0.08% 190
2025
Q4 		$1.37M Buy
107,787
+1,525
+1% +$18.7K 0.13% 120
2025
Q3 		$1.39M Buy
106,262
+43,732
+70% +$630K 0.13% 117
2025
Q2 		$872K Buy
62,530
+38,059
+156% +$503K 0.09% 165
2025
Q1 		$343K Buy
+24,471
New +$355K 0.04% 325

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 $293M AUM 18.57% 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

Inspire Advisors's SCM Position: Q1 2026 in Review

Inspire Advisors increased its Stellus Capital Investment Corp (SCM) stake by 3.1% in Q1 2026, buying an estimated $37.6K and bringing the position to 111,157 shares worth $1.02M. The position accounts for 0.08% of the portfolio, ranked #190.

Inspire Advisors first reported a position in SCM in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.39M in Q3 2025. 63 funds tracked by Wall St. Rank hold SCM as of Q1 2026.

  • Inspire Advisors held 111,157 shares of Stellus Capital Investment Corp worth $1.02M as of Q1 2026.
  • Inspire Advisors bought 3,370 Stellus Capital Investment Corp shares in Q1 2026, an estimated $37.6K.
  • Stellus Capital Investment Corp made up 0.08% of Inspire Advisors's portfolio in Q1 2026, its #190 holding.
  • Inspire Advisors first reported a position in Stellus Capital Investment Corp in Q1 2025 and has held it in 5 quarters since.
  • Inspire Advisors's Stellus Capital Investment Corp position peaked at $1.39M in Q3 2025.
  • 63 funds tracked by Wall St. Rank held Stellus Capital Investment Corp as of Q1 2026.

Based on Inspire Advisors's 13F filing for Q1 2026, filed 15 May 2026.