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
Q2 		– Sell
-900
Closed -$8.29K – 10180
2026
Q1 		$8.29K Sell
900
-2,000
-69% -$22.3K ﹤0.01% 7507
2025
Q4 		$36.8K Buy
2,900
+1,600
+123% +$19.6K ﹤0.01% 5923
2025
Q3 		$16K Buy
1,300
+200
+18% +$2.88K ﹤0.01% 7551
2025
Q2 		$15K Buy
+1,100
New +$14.5K ﹤0.01% 7024
2025
Q1 		– Sell
-5,200
Closed -$71K – 9538
2024
Q4 		$71K Sell
5,200
-1,100
-17% -$15.2K ﹤0.01% 5513
2024
Q3 		$86K Buy
6,300
+100
+2% +$1.39K ﹤0.01% 5390
2024
Q2 		$85K Buy
6,200
+4,300
+226% +$59.4K ﹤0.01% 5538
2024
Q1 		$24K Buy
1,900
+1,400
+280% +$18.2K ﹤0.01% 6959
2023
Q4 		$6K Sell
500
-10,000
-95% -$129K ﹤0.01% 7788
2023
Q3 		$142K Buy
10,500
+5,200
+98% +$74.5K ﹤0.01% 4718
2023
Q2 		$74K Buy
5,300
+5,200
+5,200% +$73.8K ﹤0.01% 5433
2023
Q1 		$1K Sell
100
-600
-86% -$8.66K ﹤0.01% 8762
2022
Q4 		$9K Sell
700
-300
-30% -$3.96K ﹤0.01% 7652
2022
Q3 		$11K Buy
+1,000
New +$13K ﹤0.01% 8166
2022
Q2 		– Sell
-3,800
Closed -$52K – 10953
2022
Q1 		$52K Buy
3,800
+300
+9% +$4.09K ﹤0.01% 7074
2021
Q4 		$45K Sell
3,500
-5,600
-62% -$75.6K ﹤0.01% 7400
2021
Q3 		$116K Hold
9,100
– – ﹤0.01% 6410
2021
Q2 		$114K Buy
9,100
+8,913
+4,766% +$118K ﹤0.01% 6542
2021
Q1 		$237K Buy
187
+85
+83% +$974 ﹤0.01% 4496
2020
Q4 		$110K Buy
102
+61
+149% +$604 ﹤0.01% 5360
2020
Q3 		$35K Buy
41
+12
+41% +$98 ﹤0.01% 5939
2020
Q2 		$21K Buy
+29
New +$220 ﹤0.01% 6192
2020
Q1 		– Sell
-5
Closed -$7K – 8178
2019
Q4 		$7K Sell
5
-92
-95% -$1.29K ﹤0.01% 6569
2019
Q3 		$132K Buy
97
+81
+506% +$1.11K ﹤0.01% 4006
2019
Q2 		$22K Buy
+16
New +$226 ﹤0.01% 5541
2018
Q3 		– Sell
-8
Closed -$10K – 7973
2018
Q2 		$10K Buy
+8
New +$102 ﹤0.01% 6356

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.