Qube Research & Technologies (QRT)’s Stellus Capital Investment Corp SCM Stock Holding History

Qube Research & Technologies (QRT)’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 Q2	$164K	Buy	19,464 +3,056	+19%	+$28K	﹤0.01%	2947
2026 Q1	$151K	Buy	+16,408	New	+$183K	﹤0.01%	3006
2025 Q2	–	Sell	-14,721	Closed	-$206K	–	3921
2025 Q1	$206K	Sell	14,721 -31,853	-68%	-$462K	﹤0.01%	2856
2024 Q4	$641K	Sell	46,574 -11,665	-20%	-$162K	﹤0.01%	2366
2024 Q3	$797K	Sell	58,239 -11,661	-17%	-$162K	﹤0.01%	2111
2024 Q2	$960K	Buy	69,900 +37,342	+115%	+$516K	﹤0.01%	1915
2024 Q1	$426K	Sell	32,558 -22,019	-40%	-$287K	﹤0.01%	2621
2023 Q4	$701K	Buy	54,577 +23,708	+77%	+$306K	﹤0.01%	2110
2023 Q3	$420K	Buy	30,869 +16,835	+120%	+$241K	﹤0.01%	2096
2023 Q2	$197K	Buy	+14,034	New	+$199K	﹤0.01%	1781

Other funds holding SCM

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

LPL Financial San Diego, California $445B AUM 25.58% 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

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

IWA

Icon Wealth Advisors Houston, Texas $1.66B AUM 24.99% 1-Year Est. Return

Qube Research & Technologies (QRT)'s SCM Position: Q2 2026 in Review

Qube Research & Technologies (QRT) increased its Stellus Capital Investment Corp (SCM) stake by 19% in Q2 2026, buying an estimated $28K and bringing the position to 19,464 shares worth $164K. The position accounts for ﹤0.01% of the portfolio, ranked #2947.

Qube Research & Technologies (QRT) first reported a position in SCM in Q2 2023 and has held it in 10 quarters since. The position peaked at $960K in Q2 2024. 60 funds tracked by Wall St. Rank hold SCM as of Q2 2026.

Qube Research & Technologies (QRT) held 19,464 shares of Stellus Capital Investment Corp worth $164K as of Q2 2026.
Qube Research & Technologies (QRT) bought 3,056 Stellus Capital Investment Corp shares in Q2 2026, an estimated $28K.
Stellus Capital Investment Corp made up ﹤0.01% of Qube Research & Technologies (QRT)'s portfolio in Q2 2026, its #2947 holding.
Qube Research & Technologies (QRT) first reported a position in Stellus Capital Investment Corp in Q2 2023 and has held it in 10 quarters since.
Qube Research & Technologies (QRT)'s Stellus Capital Investment Corp position peaked at $960K in Q2 2024.
60 funds tracked by Wall St. Rank held Stellus Capital Investment Corp as of Q2 2026.

Based on Qube Research & Technologies (QRT)'s 13F filing for Q2 2026, filed 14 Aug 2026.