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PSI Advisors’s Stellus Capital Investment Corp SCM Stock Holding History

PSI Advisors’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
Q2 		– Sell
-3,000
Closed -$42K – 577
2025
Q1 		$42K Buy
3,000
+500
+20% +$7.25K 0.01% 259
2024
Q4 		$34.4K Hold
2,500
– – 0.01% 328
2024
Q3 		$34.2K Buy
2,500
+200
+9% +$2.77K 0.01% 326
2024
Q2 		$31.6K Buy
2,300
+1,100
+92% +$15.2K 0.01% 329
2024
Q1 		$15.7K Buy
1,200
+725
+153% +$9.44K 0.01% 427
2023
Q4 		$6.1K Buy
+475
New +$6.13K ﹤0.01% 591
2020
Q1 		– Sell
-1,500
Closed -$21K – 499
2019
Q4 		$21K Buy
+1,500
New +$21K 0.01% 374

Other funds holding SCM

Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return

PSI Advisors's SCM Position: Q2 2025 in Review

PSI Advisors sold out of Stellus Capital Investment Corp (SCM) in Q2 2025, closing a stake of 3,000 shares — an estimated $42K sold.

PSI Advisors first reported a position in SCM in Q4 2019 and held it in 7 quarters. The position peaked at $42K in Q1 2025. 58 funds tracked by Wall St. Rank hold SCM as of Q2 2025.

  • PSI Advisors reported no remaining Stellus Capital Investment Corp position as of Q2 2025 after selling out during the quarter.
  • PSI Advisors sold 3,000 Stellus Capital Investment Corp shares in Q2 2025, an estimated $42K.
  • PSI Advisors first reported a position in Stellus Capital Investment Corp in Q4 2019 and held it in 7 quarters.
  • PSI Advisors's Stellus Capital Investment Corp position peaked at $42K in Q1 2025.
  • 58 funds tracked by Wall St. Rank held Stellus Capital Investment Corp as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.