KAS
SCD

Kestra Advisory Services’s LMP Capital and Income Fund SCD Stock Holding History

Kestra Advisory Services’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
Q1 		– Sell
-3,769
Closed -$55.8K – 4183
2025
Q4 		$55.8K Buy
+3,769
New +$56.1K ﹤0.01% 3859

Other funds holding SCD

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ZCP
Z3 Capital Partners Richmond, Virginia $395M AUM
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03T AUM 1% 1-Year Est. Return

Kestra Advisory Services's SCD Position: Q1 2026 in Review

Kestra Advisory Services sold out of LMP Capital and Income Fund (SCD) in Q1 2026, closing a stake of 3,769 shares — an estimated $55.8K sold.

Kestra Advisory Services first reported a position in SCD in Q4 2025 and held it in 1 quarter. The position peaked at $55.8K in Q4 2025. 53 funds tracked by Wall St. Rank hold SCD as of Q1 2026.

  • Kestra Advisory Services reported no remaining LMP Capital and Income Fund position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 3,769 LMP Capital and Income Fund shares in Q1 2026, an estimated $55.8K.
  • Kestra Advisory Services first reported a position in LMP Capital and Income Fund in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's LMP Capital and Income Fund position peaked at $55.8K in Q4 2025.
  • 53 funds tracked by Wall St. Rank held LMP Capital and Income Fund as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.