Significant Wealth Partners’s Stellus Capital Investment Corp SCM Stock Holding History

Significant Wealth Partners’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	$85.3K	Buy	10,131 +114	+1%	+$1.05K	0.09%	112
2026 Q1	$92.3K	Buy	+10,017	New	+$112K	0.11%	105

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Highline Wealth Partners Sherman Oaks, California $490M AUM 19.33% 1-Year Est. Return

Aventura Private Wealth Aventura, Florida $326M AUM 34.36% 1-Year Est. Return