Lindbrook Capital’s Stellus Capital Investment Corp SCM Stock Holding History

Lindbrook Capital’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
2025 Q1	$4.62K	Hold	330	–	–	﹤0.01%	1982
2024 Q4	$4.54K	Hold	330	–	–	﹤0.01%	2026
2024 Q3	$4.52K	Hold	330	–	–	﹤0.01%	2053
2024 Q2	$4.53K	Hold	330	–	–	﹤0.01%	2042
2024 Q1	$4.32K	Hold	330	–	–	﹤0.01%	1955
2023 Q4	$4.24K	Hold	330	–	–	﹤0.01%	1970
2023 Q3	$4.49K	Hold	330	–	–	﹤0.01%	1817
2023 Q2	$4.65K	Hold	330	–	–	﹤0.01%	1839
2023 Q1	$4.65K	Buy	+330	New	+$4.76K	﹤0.01%	1876

Other funds holding SCM

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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 $1.2B AUM 13.18% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

IWA

Icon Wealth Advisors Houston, Texas $1.66B AUM 24.99% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Lindbrook Capital's SCM Position: Q1 2025 in Review

Lindbrook Capital held its Stellus Capital Investment Corp (SCM) position steady in Q1 2025 at 330 shares worth $4.62K. The position accounts for ﹤0.01% of the portfolio, ranked #1982.

Lindbrook Capital first reported a position in SCM in Q1 2023 and has held it in 9 quarters since. The position peaked at $4.65K in Q1 2023. 62 funds tracked by Wall St. Rank hold SCM as of Q1 2025.

Lindbrook Capital held 330 shares of Stellus Capital Investment Corp worth $4.62K as of Q1 2025.
Lindbrook Capital left its Stellus Capital Investment Corp share count unchanged in Q1 2025.
Stellus Capital Investment Corp made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1982 holding.
Lindbrook Capital first reported a position in Stellus Capital Investment Corp in Q1 2023 and has held it in 9 quarters since.
Lindbrook Capital's Stellus Capital Investment Corp position peaked at $4.65K in Q1 2023.
62 funds tracked by Wall St. Rank held Stellus Capital Investment Corp as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.