Kestra Advisory Services
SCM icon

Kestra Advisory Services’s Stellus Capital Investment Corp SCM Stock Holding History

Kestra Advisory Services’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 		– Sell
-4,851
Closed -$61.5K – 4186
2025
Q4 		$61.5K Buy
+4,851
New +$59.5K ﹤0.01% 3802

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Raymond James Financial
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Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.33B AUM 19.79% 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 $138B AUM 41.87% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

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

Kestra Advisory Services sold out of Stellus Capital Investment Corp (SCM) in Q1 2026, closing a stake of 4,851 shares — an estimated $61.5K sold.

Kestra Advisory Services first reported a position in SCM in Q4 2025 and held it in 1 quarter. The position peaked at $61.5K in Q4 2025. 63 funds tracked by Wall St. Rank hold SCM as of Q1 2026.

  • Kestra Advisory Services reported no remaining Stellus Capital Investment Corp position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 4,851 Stellus Capital Investment Corp shares in Q1 2026, an estimated $61.5K.
  • Kestra Advisory Services first reported a position in Stellus Capital Investment Corp in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's Stellus Capital Investment Corp position peaked at $61.5K in Q4 2025.
  • 63 funds tracked by Wall St. Rank held Stellus Capital Investment Corp as of Q1 2026.

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