PAG
SCM icon

Private Advisor Group’s Stellus Capital Investment Corp SCM Stock Holding History

Private Advisor Group’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
2026
Q1 		– Sell
-10,000
Closed -$127K – 2831
2025
Q4 		$127K Hold
10,000
– – ﹤0.01% 2458
2025
Q3 		$131K Hold
10,000
– – ﹤0.01% 2388
2025
Q2 		$139K Hold
10,000
– – ﹤0.01% 2288
2025
Q1 		$140K Hold
10,000
– – ﹤0.01% 2159
2024
Q4 		$138K Hold
10,000
– – ﹤0.01% 2148
2024
Q3 		$137K Hold
10,000
– – ﹤0.01% 2276
2024
Q2 		$137K Hold
10,000
– – ﹤0.01% 2196
2024
Q1 		$131K Buy
+10,000
New +$130K ﹤0.01% 2170
2020
Q3 		– Sell
-1,960
Closed -$14K – 3097
2020
Q2 		$14K Buy
+1,960
New +$14.8K ﹤0.01% 2765

Other funds holding SCM

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return