LPL Financial
SCD

LPL Financial’s LMP Capital and Income Fund SCD Stock Holding History

LPL Financial’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 		$943K Sell
60,235
-21,724
-27% -$333K ﹤0.01% 4471
2026
Q1 		$1.22M Buy
81,959
+14,787
+22% +$228K ﹤0.01% 3993
2025
Q4 		$995K Buy
67,172
+25,977
+63% +$387K ﹤0.01% 4085
2025
Q3 		$640K Buy
41,195
+11,298
+38% +$174K ﹤0.01% 4423
2025
Q2 		$466K Sell
29,897
-1,093
-4% -$16.9K ﹤0.01% 4442
2025
Q1 		$494K Buy
30,990
+3,500
+13% +$58.6K ﹤0.01% 4188
2024
Q4 		$473K Sell
27,490
-2,346
-8% -$40.5K ﹤0.01% 4142
2024
Q3 		$525K Buy
29,836
+2,288
+8% +$36.8K ﹤0.01% 3954
2024
Q2 		$426K Buy
27,548
+1,069
+4% +$16.2K ﹤0.01% 3994
2024
Q1 		$414K Sell
26,479
-735
-3% -$10.5K ﹤0.01% 3932
2023
Q4 		$381K Buy
27,214
+140
+0.5% +$1.78K ﹤0.01% 3896
2023
Q3 		$338K Buy
27,074
+2,514
+10% +$32.3K ﹤0.01% 3813
2023
Q2 		$315K Buy
24,560
+3,494
+17% +$42.8K ﹤0.01% 3806
2023
Q1 		$257K Sell
21,066
-407
-2% -$5K ﹤0.01% 3861
2022
Q4 		$259K Buy
21,473
+155
+0.7% +$1.88K ﹤0.01% 3779
2022
Q3 		$240K Sell
21,318
-6,061
-22% -$78.1K ﹤0.01% 3779
2022
Q2 		$337K Buy
27,379
+2,305
+9% +$31K ﹤0.01% 3539
2022
Q1 		$367K Hold
25,074
– – ﹤0.01% 3422
2021
Q4 		$381K Buy
25,074
+1,174
+5% +$17.1K ﹤0.01% 3512
2021
Q3 		$329K Buy
23,900
+1,506
+7% +$21.6K ﹤0.01% 3581
2021
Q2 		$323K Buy
22,394
+5,640
+34% +$77.6K ﹤0.01% 3532
2021
Q1 		$213K Sell
16,754
-405
-2% -$4.94K ﹤0.01% 3729
2020
Q4 		$200K Buy
17,159
+1,186
+7% +$13K ﹤0.01% 3528
2020
Q3 		$163K Sell
15,973
-23,112
-59% -$242K ﹤0.01% 3260
2020
Q2 		$391K Buy
39,085
+22,652
+138% +$221K ﹤0.01% 2614
2020
Q1 		$132K Hold
16,433
– – ﹤0.01% 2934
2019
Q4 		$255K Buy
16,433
+4,187
+34% +$60.5K ﹤0.01% 2905
2019
Q3 		$173K Sell
12,246
-2,596
-17% -$35.7K ﹤0.01% 3052
2019
Q2 		$201K Buy
14,842
+4,080
+38% +$53.9K ﹤0.01% 3026
2019
Q1 		$139K Buy
+10,762
New +$134K ﹤0.01% 3030
2017
Q2 		– Sell
-14,101
Closed -$200K – 2950
2017
Q1 		$200K Buy
14,101
+1,893
+16% +$26.4K ﹤0.01% 2494
2016
Q4 		$163K Buy
12,208
+1,228
+11% +$16K ﹤0.01% 2524
2016
Q3 		$146K Sell
10,980
-1,401
-11% -$19.1K ﹤0.01% 2468
2016
Q2 		$164K Sell
12,381
-2,679
-18% -$33.9K ﹤0.01% 2417
2016
Q1 		$180K Buy
15,060
+173
+1% +$1.98K ﹤0.01% 2816
2015
Q4 		$185K Buy
+14,887
New +$188K ﹤0.01% 2853
2015
Q2 		– Sell
-11,132
Closed -$186K – 2930
2015
Q1 		$186K Buy
11,132
+40
+0.4% +$676 ﹤0.01% 2577
2014
Q4 		$186K Sell
11,092
-440
-4% -$7.33K ﹤0.01% 2523
2014
Q3 		$192K Sell
11,532
-6,866
-37% -$121K ﹤0.01% 2489
2014
Q2 		$326K Sell
18,398
-159
-0.9% -$2.67K ﹤0.01% 2134
2014
Q1 		$299K Sell
18,557
-8,949
-33% -$141K ﹤0.01% 2124
2013
Q4 		$435K Sell
27,506
-627
-2% -$9.63K ﹤0.01% 1820
2013
Q3 		$418K Sell
28,133
-41,936
-60% -$631K ﹤0.01% 1777
2013
Q2 		$1.08M Buy
+70,069
New +$1.12M 0.01% 1072

Other funds holding SCD

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
ZCP
Z3 Capital Partners Richmond, Virginia $476M AUM
Morgan Stanley
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Allspring Global Investments
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LPL Financial's SCD Position: Q2 2026 in Review

LPL Financial reduced its LMP Capital and Income Fund (SCD) stake by 27% in Q2 2026, selling an estimated $333K and leaving 60,235 shares worth $943K. The position accounts for ﹤0.01% of the portfolio, ranked #4471.

LPL Financial first reported a position in SCD in Q2 2013 and has held it in 44 quarters since. The position peaked at $1.22M in Q1 2026. 57 funds tracked by Wall St. Rank hold SCD as of Q2 2026.

  • LPL Financial held 60,235 shares of LMP Capital and Income Fund worth $943K as of Q2 2026.
  • LPL Financial sold 21,724 LMP Capital and Income Fund shares in Q2 2026, an estimated $333K.
  • LMP Capital and Income Fund made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4471 holding.
  • LPL Financial first reported a position in LMP Capital and Income Fund in Q2 2013 and has held it in 44 quarters since.
  • LPL Financial's LMP Capital and Income Fund position peaked at $1.22M in Q1 2026.
  • 57 funds tracked by Wall St. Rank held LMP Capital and Income Fund as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.