Smartleaf Asset Management’s Stellus Capital Investment Corp SCM Stock Holding History

Smartleaf Asset Management’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 Q3	$2.21K	Buy	+291	New	+$2.37K	﹤0.01%	3009

Other funds holding SCM

Ethos Financial Group King Of Prussia, Pennsylvania $1.88B AUM 15.44% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Muzinich & Co New York $301M AUM 12.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Condor Capital Management Martinsville, New Jersey $1.34B AUM 13.51% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Icon Wealth Advisors Houston, Texas $1.69B AUM 20.27% 1-Year Est. Return

BSC

BOLTON SECURITIES CORPORATION Bolton, Massachusetts $2.66B AUM 30.52% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Smartleaf Asset Management's SCM Position: Q3 2026 in Review

Smartleaf Asset Management opened a new position in Stellus Capital Investment Corp (SCM) in Q3 2026: 291 shares worth $2.21K. The stake represents ﹤0.01% of the portfolio and ranks #3009 among its holdings.

49 funds tracked by Wall St. Rank hold SCM as of Q3 2026.

Smartleaf Asset Management held 291 shares of Stellus Capital Investment Corp worth $2.21K as of Q3 2026.
Stellus Capital Investment Corp was a new Smartleaf Asset Management position in Q3 2026.
Stellus Capital Investment Corp made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q3 2026, its #3009 holding.
49 funds tracked by Wall St. Rank held Stellus Capital Investment Corp as of Q3 2026.

Based on Smartleaf Asset Management's 13F filing for Q3 2026, filed 10 Nov 2026.