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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

Other funds holding SCM

Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Legal & General Group
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
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

Significant Wealth Partners's SCM Position: Q2 2026 in Review

Significant Wealth Partners increased its Stellus Capital Investment Corp (SCM) stake by 1.1% in Q2 2026, buying an estimated $1.05K and bringing the position to 10,131 shares worth $85.3K. The position accounts for 0.09% of the portfolio, ranked #112.

Significant Wealth Partners first reported a position in SCM in Q1 2026 and has held it in 2 quarters since. The position peaked at $92.3K in Q1 2026. 60 funds tracked by Wall St. Rank hold SCM as of Q2 2026.

  • Significant Wealth Partners held 10,131 shares of Stellus Capital Investment Corp worth $85.3K as of Q2 2026.
  • Significant Wealth Partners bought 114 Stellus Capital Investment Corp shares in Q2 2026, an estimated $1.05K.
  • Stellus Capital Investment Corp made up 0.09% of Significant Wealth Partners's portfolio in Q2 2026, its #112 holding.
  • Significant Wealth Partners first reported a position in Stellus Capital Investment Corp in Q1 2026 and has held it in 2 quarters since.
  • Significant Wealth Partners's Stellus Capital Investment Corp position peaked at $92.3K in Q1 2026.
  • 60 funds tracked by Wall St. Rank held Stellus Capital Investment Corp as of Q2 2026.

Based on Significant Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.