U.S. Capital Wealth Advisors’s SLR Investment Corp SLRC Stock Holding History

U.S. Capital Wealth Advisors’s Portfolio SLRC Stock Details SLRC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$242K	Buy	16,936 +10	+0.1%	+$148	0.01%	889
2025 Q4	$262K	Sell	16,926 -490	-3%	-$7.47K	0.01%	845
2025 Q3	$266K	Buy	17,416 +22	+0.1%	+$358	0.01%	803
2025 Q2	$281K	Buy	17,394 +21	+0.1%	+$336	0.01%	739
2025 Q1	$293K	Buy	+17,373	New	+$296K	0.01%	705

Other funds holding SLRC

TIM

Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

DCP

Diameter Capital Partners New York $1.24B AUM 137.67% 1-Year Est. Return

ACB

Aristotle Capital Boston Boston, Massachusetts $1.49B AUM 32.81% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

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

Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return

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

U.S. Capital Wealth Advisors increased its SLR Investment Corp (SLRC) stake by 0.06% in Q1 2026, buying an estimated $148 and bringing the position to 16,936 shares worth $242K. The position accounts for 0.01% of the portfolio, ranked #889.

U.S. Capital Wealth Advisors first reported a position in SLRC in Q1 2025 and has held it in 5 quarters since. The position peaked at $293K in Q1 2025. 123 funds tracked by Wall St. Rank hold SLRC as of Q1 2026.

U.S. Capital Wealth Advisors held 16,936 shares of SLR Investment Corp worth $242K as of Q1 2026.
U.S. Capital Wealth Advisors bought 10 SLR Investment Corp shares in Q1 2026, an estimated $148.
SLR Investment Corp made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #889 holding.
U.S. Capital Wealth Advisors first reported a position in SLR Investment Corp in Q1 2025 and has held it in 5 quarters since.
U.S. Capital Wealth Advisors's SLR Investment Corp position peaked at $293K in Q1 2025.
123 funds tracked by Wall St. Rank held SLR Investment Corp as of Q1 2026.

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