PA
SCD

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

PFG 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 		– Sell
-22,708
Closed -$339K – 853
2026
Q1 		$339K Hold
22,708
– – 0.02% 630
2025
Q4 		$336K Sell
22,708
-2,929
-11% -$43.6K 0.02% 615
2025
Q3 		$398K Buy
25,637
+272
+1% +$4.2K 0.02% 610
2025
Q2 		$396K Hold
25,365
– – 0.02% 465
2025
Q1 		$404K Sell
25,365
-562
-2% -$9.41K 0.02% 523
2024
Q4 		$446K Hold
25,927
– – 0.03% 483
2024
Q3 		$456K Hold
25,927
– – 0.03% 467
2024
Q2 		$401K Hold
25,927
– – 0.03% 472
2024
Q1 		$405K Sell
25,927
-439
-2% -$6.24K 0.03% 446
2023
Q4 		$369K Sell
26,366
-693
-3% -$8.8K 0.03% 427
2023
Q3 		$338K Hold
27,059
– – 0.03% 425
2023
Q2 		$347K Sell
27,059
-462
-2% -$5.66K 0.03% 476
2023
Q1 		$336K Sell
27,521
-1,510
-5% -$18.6K 0.03% 463
2022
Q4 		$350K Sell
29,031
-497
-2% -$6.03K 0.03% 423
2022
Q3 		$333K Sell
29,528
-924
-3% -$11.9K 0.04% 397
2022
Q2 		$375K Hold
30,452
– – 0.04% 284
2022
Q1 		$445K Sell
30,452
-823
-3% -$11.8K 0.04% 290
2021
Q4 		$475K Hold
31,275
– – 0.05% 364
2021
Q3 		$430K Hold
31,275
– – 0.05% 356
2021
Q2 		$451K Hold
31,275
– – 0.05% 334
2021
Q1 		$397K Sell
31,275
-1,594
-5% -$19.4K 0.05% 328
2020
Q4 		$383K Sell
32,869
-1,358
-4% -$14.9K 0.06% 272
2020
Q3 		$360K Buy
34,227
+5
+0% +$52 0.07% 269
2020
Q2 		$342K Sell
34,222
-1,555
-4% -$15.2K 0.08% 236
2020
Q1 		$341K Sell
35,777
-456
-1% -$6.04K 0.09% 214
2019
Q4 		$553K Buy
36,233
+327
+0.9% +$4.72K 0.14% 175
2019
Q3 		$492K Buy
35,906
+3
+0% +$41 0.14% 177
2019
Q2 		$496K Hold
35,903
– – 0.13% 179
2019
Q1 		$483K Buy
35,903
+277
+0.8% +$3.44K 0.15% 179
2018
Q4 		$444K Buy
+35,626
New +$438K 0.14% 188

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

PFG Advisors's SCD Position: Q2 2026 in Review

PFG Advisors sold out of LMP Capital and Income Fund (SCD) in Q2 2026, closing a stake of 22,708 shares — an estimated $339K sold.

PFG Advisors first reported a position in SCD in Q4 2018 and held it in 30 quarters. The position peaked at $553K in Q4 2019. 57 funds tracked by Wall St. Rank hold SCD as of Q2 2026.

  • PFG Advisors reported no remaining LMP Capital and Income Fund position as of Q2 2026 after selling out during the quarter.
  • PFG Advisors sold 22,708 LMP Capital and Income Fund shares in Q2 2026, an estimated $339K.
  • PFG Advisors first reported a position in LMP Capital and Income Fund in Q4 2018 and held it in 30 quarters.
  • PFG Advisors's LMP Capital and Income Fund position peaked at $553K in Q4 2019.
  • 57 funds tracked by Wall St. Rank held LMP Capital and Income Fund as of Q2 2026.

Based on PFG Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.