SWGC
SCD

Summit Wealth Group (Colorado)’s LMP Capital and Income Fund SCD Stock Holding History

Summit Wealth Group (Colorado)’s Portfolio SCD Stock Details SCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-3,706
Closed -$243K – 571
2025
Q3 		$243K Buy
+3,706
New +$57.2K 0.03% 419

Other funds holding SCD

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ZCP
Z3 Capital Partners Richmond, Virginia $476M AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Summit Wealth Group (Colorado)'s SCD Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of LMP Capital and Income Fund (SCD) in Q4 2025, closing a stake of 3,706 shares — an estimated $243K sold.

Summit Wealth Group (Colorado) first reported a position in SCD in Q3 2025 and held it in 1 quarter. The position peaked at $243K in Q3 2025. 60 funds tracked by Wall St. Rank hold SCD as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining LMP Capital and Income Fund position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 3,706 LMP Capital and Income Fund shares in Q4 2025, an estimated $243K.
  • Summit Wealth Group (Colorado) first reported a position in LMP Capital and Income Fund in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s LMP Capital and Income Fund position peaked at $243K in Q3 2025.
  • 60 funds tracked by Wall St. Rank held LMP Capital and Income Fund as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.