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	–	3094
2020 Q2	$14K	Buy	+1,960	New	+$14.8K	﹤0.01%	2765

Other funds holding SCM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

CCM

Condor Capital Management Martinsville, New Jersey $1.33B AUM 19.79% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Private Advisor Group's SCM Position: Q1 2026 in Review

Private Advisor Group sold out of Stellus Capital Investment Corp (SCM) in Q1 2026, closing a stake of 10,000 shares — an estimated $127K sold.

Private Advisor Group first reported a position in SCM in Q2 2020 and held it in 9 quarters. The position peaked at $140K in Q1 2025. 63 funds tracked by Wall St. Rank hold SCM as of Q1 2026.

Private Advisor Group reported no remaining Stellus Capital Investment Corp position as of Q1 2026 after selling out during the quarter.
Private Advisor Group sold 10,000 Stellus Capital Investment Corp shares in Q1 2026, an estimated $127K.
Private Advisor Group first reported a position in Stellus Capital Investment Corp in Q2 2020 and held it in 9 quarters.
Private Advisor Group's Stellus Capital Investment Corp position peaked at $140K in Q1 2025.
63 funds tracked by Wall St. Rank held Stellus Capital Investment Corp as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.