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SCD

NewEdge Advisors’s LMP Capital and Income Fund SCD Stock Holding History

NewEdge Advisors’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 		$750K Buy
47,911
+1,732
+4% +$26.5K ﹤0.01% 1859
2026
Q1 		$689K Buy
46,179
+4,172
+10% +$64.4K ﹤0.01% 1746
2025
Q4 		$622K Buy
42,007
+2,382
+6% +$35.5K ﹤0.01% 1808
2025
Q3 		$615K Buy
39,625
+1,754
+5% +$27.1K ﹤0.01% 1695
2025
Q2 		$591K Buy
37,871
+5,531
+17% +$85.4K ﹤0.01% 1595
2025
Q1 		$515K Buy
32,340
+3,856
+14% +$64.6K ﹤0.01% 1569
2024
Q4 		$490K Buy
28,484
+3,551
+14% +$61.4K ﹤0.01% 1568
2024
Q3 		$439K Sell
24,933
-246
-1% -$3.96K ﹤0.01% 1550
2024
Q2 		$390K Sell
25,179
-5,988
-19% -$90.9K ﹤0.01% 1561
2024
Q1 		$487K Sell
31,167
-2,849
-8% -$40.5K ﹤0.01% 1365
2023
Q4 		$463K Buy
34,016
+6,966
+26% +$88.5K ﹤0.01% 1322
2023
Q3 		$338K Sell
27,050
-10,237
-27% -$131K ﹤0.01% 1367
2023
Q2 		$478K Buy
37,287
+584
+2% +$7.16K 0.01% 1214
2023
Q1 		$443K Hold
36,703
– – 0.01% 1158
2022
Q4 		$403K Buy
36,703
+4,376
+14% +$53.1K 0.01% 875
2022
Q3 		$364K Buy
32,327
+5,836
+22% +$75.2K 0.01% 1104
2022
Q2 		$326K Sell
26,491
-4,392
-14% -$59.2K 0.01% 1179
2022
Q1 		$452K Buy
30,883
+649
+2% +$9.32K 0.01% 874
2021
Q4 		$460K Buy
+30,234
New +$440K 0.01% 1119

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

NewEdge Advisors's SCD Position: Q2 2026 in Review

NewEdge Advisors increased its LMP Capital and Income Fund (SCD) stake by 3.8% in Q2 2026, buying an estimated $26.5K and bringing the position to 47,911 shares worth $750K. The position accounts for ﹤0.01% of the portfolio, ranked #1859.

NewEdge Advisors first reported a position in SCD in Q4 2021 and has held it in 19 quarters since. 57 funds tracked by Wall St. Rank hold SCD as of Q2 2026.

  • NewEdge Advisors held 47,911 shares of LMP Capital and Income Fund worth $750K as of Q2 2026.
  • NewEdge Advisors bought 1,732 LMP Capital and Income Fund shares in Q2 2026, an estimated $26.5K.
  • LMP Capital and Income Fund made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1859 holding.
  • NewEdge Advisors first reported a position in LMP Capital and Income Fund in Q4 2021 and has held it in 19 quarters since.
  • 57 funds tracked by Wall St. Rank held LMP Capital and Income Fund as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.