U.S. Capital Wealth Advisors’s Stellus Capital Investment Corp SCM Stock Holding History

U.S. Capital Wealth Advisors’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	$102K	Hold	11,033	–	–	﹤0.01%	987
2025 Q4	$140K	Hold	11,033	–	–	﹤0.01%	953
2025 Q3	$144K	Hold	11,033	–	–	﹤0.01%	914
2025 Q2	$154K	Sell	11,033 -3,420	-24%	-$45.2K	﹤0.01%	855
2025 Q1	$202K	Buy	14,453 +495	+4%	+$7.18K	0.01%	799
2024 Q4	$192K	Sell	13,958 -34,640	-71%	-$480K	0.01%	777
2024 Q3	$665K	Buy	48,598 +60	+0.1%	+$832	0.02%	411
2024 Q2	$666K	Sell	48,538 -7,962	-14%	-$110K	0.03%	404
2024 Q1	$739K	Hold	56,500	–	–	0.03%	398
2023 Q4	$726K	Hold	56,500	–	–	0.03%	386
2023 Q3	$768K	Buy	56,500 +14,700	+35%	+$211K	0.03%	349
2023 Q2	$588K	Hold	41,800	–	–	0.03%	410
2023 Q1	$589K	Hold	41,800	–	–	0.03%	397
2022 Q4	$554K	Hold	41,800	–	–	0.03%	432
2022 Q3	$499K	Hold	41,800	–	–	0.03%	442
2022 Q2	$465K	Buy	41,800 +1,200	+3%	+$15.5K	0.02%	480
2022 Q1	$564K	Hold	40,600	–	–	0.02%	489
2021 Q4	$529K	Buy	40,600 +15,000	+59%	+$203K	0.02%	498
2021 Q3	$334K	Buy	+25,600	New	+$336K	0.01%	592

Other funds holding SCM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

CCM

Condor Capital Management Martinsville, New Jersey $1.33B AUM 19.79% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

U.S. Capital Wealth Advisors's SCM Position: Q1 2026 in Review

U.S. Capital Wealth Advisors held its Stellus Capital Investment Corp (SCM) position steady in Q1 2026 at 11,033 shares worth $102K. The position accounts for ﹤0.01% of the portfolio, ranked #987.

U.S. Capital Wealth Advisors first reported a position in SCM in Q3 2021 and has held it in 19 quarters since. The position peaked at $768K in Q3 2023. 63 funds tracked by Wall St. Rank hold SCM as of Q1 2026.

U.S. Capital Wealth Advisors held 11,033 shares of Stellus Capital Investment Corp worth $102K as of Q1 2026.
U.S. Capital Wealth Advisors left its Stellus Capital Investment Corp share count unchanged in Q1 2026.
Stellus Capital Investment Corp made up ﹤0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #987 holding.
U.S. Capital Wealth Advisors first reported a position in Stellus Capital Investment Corp in Q3 2021 and has held it in 19 quarters since.
U.S. Capital Wealth Advisors's Stellus Capital Investment Corp position peaked at $768K in Q3 2023.
63 funds tracked by Wall St. Rank held Stellus Capital Investment Corp as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.