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POM Investment Strategies’s Stellus Capital Investment Corp SCM Stock Holding History

POM Investment Strategies’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 		– Sell
-726
Closed -$9.99K – 338
2024
Q4 		$9.99K Buy
+726
New +$10.1K 0.01% 162

Other funds holding SCM

Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 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 $1.33B AUM 19.79% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
IWA
Icon Wealth Advisors Houston, Texas $1.66B AUM 24.99% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

POM Investment Strategies's SCM Position: Q1 2025 in Review

POM Investment Strategies sold out of Stellus Capital Investment Corp (SCM) in Q1 2025, closing a stake of 726 shares — an estimated $9.99K sold.

POM Investment Strategies first reported a position in SCM in Q4 2024 and held it in 1 quarter. The position peaked at $9.99K in Q4 2024. 62 funds tracked by Wall St. Rank hold SCM as of Q1 2025.

  • POM Investment Strategies reported no remaining Stellus Capital Investment Corp position as of Q1 2025 after selling out during the quarter.
  • POM Investment Strategies sold 726 Stellus Capital Investment Corp shares in Q1 2025, an estimated $9.99K.
  • POM Investment Strategies first reported a position in Stellus Capital Investment Corp in Q4 2024 and held it in 1 quarter.
  • POM Investment Strategies's Stellus Capital Investment Corp position peaked at $9.99K in Q4 2024.
  • 62 funds tracked by Wall St. Rank held Stellus Capital Investment Corp as of Q1 2025.

Based on POM Investment Strategies's 13F filing for Q1 2025, filed 30 Apr 2025.