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

Level Four 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 Q2	$200K	Buy	12,764 +572	+5%	+$8.76K	0.01%	904
2026 Q1	$182K	Buy	+12,192	New	+$188K	0.01%	836

Other funds holding SCD

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

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

ZCP

Z3 Capital Partners Richmond, Virginia $476M AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

SFS

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

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

Level Four Advisory Services's SCD Position: Q2 2026 in Review

Level Four Advisory Services increased its LMP Capital and Income Fund (SCD) stake by 4.7% in Q2 2026, buying an estimated $8.76K and bringing the position to 12,764 shares worth $200K. The position accounts for 0.01% of the portfolio, ranked #904.

Level Four Advisory Services first reported a position in SCD in Q1 2026 and has held it in 2 quarters since. 57 funds tracked by Wall St. Rank hold SCD as of Q2 2026.

Level Four Advisory Services held 12,764 shares of LMP Capital and Income Fund worth $200K as of Q2 2026.
Level Four Advisory Services bought 572 LMP Capital and Income Fund shares in Q2 2026, an estimated $8.76K.
LMP Capital and Income Fund made up 0.01% of Level Four Advisory Services's portfolio in Q2 2026, its #904 holding.
Level Four Advisory Services first reported a position in LMP Capital and Income Fund in Q1 2026 and has held it in 2 quarters since.
57 funds tracked by Wall St. Rank held LMP Capital and Income Fund as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.