Integrated Wealth Concepts’s Stellus Capital Investment Corp SCM Stock Holding History

Integrated Wealth Concepts’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	$25.6K	Buy	+3,044	New	+$27.9K	﹤0.01%	3888

Other funds holding SCM

Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return

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

Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

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

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 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

Integrated Wealth Concepts's SCM Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Stellus Capital Investment Corp (SCM) in Q2 2026: 3,044 shares worth $25.6K. The stake represents ﹤0.01% of the portfolio and ranks #3888 among its holdings.

60 funds tracked by Wall St. Rank hold SCM as of Q2 2026.

Integrated Wealth Concepts held 3,044 shares of Stellus Capital Investment Corp worth $25.6K as of Q2 2026.
Stellus Capital Investment Corp was a new Integrated Wealth Concepts position in Q2 2026.
Stellus Capital Investment Corp made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3888 holding.
60 funds tracked by Wall St. Rank held Stellus Capital Investment Corp as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.