Institute for Wealth Management’s LMP Capital and Income Fund SCD Stock Holding History

Institute for Wealth Management’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	$3.91K	Buy	+250	New	+$3.83K	﹤0.01%	1494

Other funds holding SCD

ZCP

Z3 Capital Partners Richmond, Virginia $476M AUM

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.66% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Chapin Davis Baltimore, Maryland $569M AUM 145.59% 1-Year Est. Return

WCL

Wealth Care LLC Merritt Island, Florida $123M AUM

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

ACM

AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return

Institute for Wealth Management's SCD Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in LMP Capital and Income Fund (SCD) in Q2 2026: 250 shares worth $3.91K. The stake represents ﹤0.01% of the portfolio and ranks #1494 among its holdings.

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

Institute for Wealth Management held 250 shares of LMP Capital and Income Fund worth $3.91K as of Q2 2026.
LMP Capital and Income Fund was a new Institute for Wealth Management position in Q2 2026.
LMP Capital and Income Fund made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1494 holding.
35 funds tracked by Wall St. Rank held LMP Capital and Income Fund as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.