IA
SCM icon

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
Q2 		$726K Sell
86,232
-24,925
-22% -$229K 0.05% 290
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

Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $369B AUM 28.27% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.33B AUM 19.79% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
IWA
Icon Wealth Advisors Houston, Texas $1.66B AUM 24.99% 1-Year Est. Return

Inspire Advisors's SCM Position: Q2 2026 in Review

Inspire Advisors reduced its Stellus Capital Investment Corp (SCM) stake by 22% in Q2 2026, selling an estimated $229K and leaving 86,232 shares worth $726K. The position accounts for 0.05% of the portfolio, ranked #290.

Inspire Advisors first reported a position in SCM in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.39M in Q3 2025. 59 funds tracked by Wall St. Rank hold SCM as of Q2 2026.

  • Inspire Advisors held 86,232 shares of Stellus Capital Investment Corp worth $726K as of Q2 2026.
  • Inspire Advisors sold 24,925 Stellus Capital Investment Corp shares in Q2 2026, an estimated $229K.
  • Stellus Capital Investment Corp made up 0.05% of Inspire Advisors's portfolio in Q2 2026, its #290 holding.
  • Inspire Advisors first reported a position in Stellus Capital Investment Corp in Q1 2025 and has held it in 6 quarters since.
  • Inspire Advisors's Stellus Capital Investment Corp position peaked at $1.39M in Q3 2025.
  • 59 funds tracked by Wall St. Rank held Stellus Capital Investment Corp as of Q2 2026.

Based on Inspire Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.