Simplex Trading
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Simplex Trading’s Stellus Capital Investment Corp SCM Stock Holding History

Simplex Trading’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
-17,222
Closed -$192K – 10023
2025
Q4 		$218K Buy
17,222
+5,887
+52% +$72.2K ﹤0.01% 4143
2025
Q3 		$148K Buy
11,335
+4,316
+61% +$62.2K ﹤0.01% 5293
2025
Q2 		$97K Buy
+7,019
New +$92.7K ﹤0.01% 5267
2024
Q2 		– Sell
-762
Closed -$10.5K – 9682
2024
Q1 		$9K Buy
+762
New +$9.92K ﹤0.01% 7700
2023
Q4 		– Sell
-8,415
Closed -$109K – 9708
2023
Q3 		$114K Buy
+8,415
New +$121K ﹤0.01% 4961
2023
Q2 		– Sell
-1,240
Closed -$17.6K – 9822
2023
Q1 		$17K Buy
1,240
+43
+4% +$621 ﹤0.01% 7085
2022
Q4 		$15K Buy
1,197
+13
+1% +$172 ﹤0.01% 7167
2022
Q3 		$14K Buy
1,184
+1,099
+1,293% +$14.3K ﹤0.01% 7924
2022
Q2 		$0 Buy
+85
New +$1.1K ﹤0.01% 10954
2020
Q3 		– Sell
-32
Closed -$260 – 8419
2020
Q2 		$0 Sell
32
-731
-96% -$5.54K ﹤0.01% 8271
2020
Q1 		$5K Buy
+763
New +$9.53K ﹤0.01% 6872
2019
Q3 		– Sell
-474
Closed -$6.52K – 7806
2019
Q2 		$6K Sell
474
-628
-57% -$8.86K ﹤0.01% 6373
2019
Q1 		$15K Buy
+1,102
New +$15.6K ﹤0.01% 5903
2018
Q2 		– Sell
-235
Closed -$2.99K – 7836
2018
Q1 		$2K Sell
235
-270
-53% -$3.25K ﹤0.01% 5338
2017
Q4 		$6K Buy
+505
New +$6.77K ﹤0.01% 4369

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

Simplex Trading's SCM Position: Q1 2026 in Review

Simplex Trading sold out of Stellus Capital Investment Corp (SCM) in Q1 2026, closing a stake of 17,222 shares — an estimated $192K sold.

Simplex Trading first reported a position in SCM in Q4 2017 and held it in 15 quarters. The position peaked at $218K in Q4 2025. 63 funds tracked by Wall St. Rank hold SCM as of Q1 2026.

  • Simplex Trading reported no remaining Stellus Capital Investment Corp position as of Q1 2026 after selling out during the quarter.
  • Simplex Trading sold 17,222 Stellus Capital Investment Corp shares in Q1 2026, an estimated $192K.
  • Simplex Trading first reported a position in Stellus Capital Investment Corp in Q4 2017 and held it in 15 quarters.
  • Simplex Trading's Stellus Capital Investment Corp position peaked at $218K in Q4 2025.
  • 63 funds tracked by Wall St. Rank held Stellus Capital Investment Corp as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.