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Virtus ETF Advisers’s Stellus Capital Investment Corp SCM Stock Holding History

Virtus ETF Advisers’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
2025
Q1 		– Sell
-65,584
Closed -$902K – 739
2024
Q4 		$902K Buy
65,584
+9,736
+17% +$135K 0.37% 139
2024
Q3 		$765K Sell
55,848
-10,823
-16% -$150K 0.36% 144
2024
Q2 		$915K Buy
66,671
+12,454
+23% +$172K 0.45% 62
2024
Q1 		$709K Buy
54,217
+15,008
+38% +$195K 0.38% 131
2023
Q4 		$504K Sell
39,209
-3,849
-9% -$49.7K 0.32% 142
2023
Q3 		$586K Buy
43,058
+24,317
+130% +$348K 0.36% 153
2023
Q2 		$264K Sell
18,741
-2,299
-11% -$32.6K 0.16% 227
2023
Q1 		$296K Sell
21,040
-3,109
-13% -$44.9K 0.16% 221
2022
Q4 		$320K Sell
24,149
-8,044
-25% -$106K 0.17% 239
2022
Q3 		$384K Buy
32,193
+8,790
+38% +$114K 0.15% 235
2022
Q2 		$260K Sell
23,403
-22,869
-49% -$295K 0.1% 289
2022
Q1 		$643K Buy
46,272
+5,501
+13% +$75K 0.29% 103
2021
Q4 		$531K Sell
40,771
-10,815
-21% -$146K 0.2% 111
2021
Q3 		$674K Sell
51,586
-873
-2% -$11.4K 0.3% 105
2021
Q2 		$660K Buy
52,459
+31,990
+156% +$422K 0.27% 107
2021
Q1 		$260K Buy
20,469
+2,269
+12% +$26K 0.11% 279
2020
Q4 		$198K Sell
18,200
-8,255
-31% -$81.7K 0.08% 347
2020
Q3 		$230K Sell
26,455
-9,803
-27% -$79.8K 0.12% 281
2020
Q2 		$264K Sell
36,258
-177,341
-83% -$1.34M 0.13% 316
2020
Q1 		$1.56M Sell
213,599
-86,051
-29% -$1.08M 0.64% 36
2019
Q4 		$4.26M Sell
299,650
-11,396
-4% -$159K 0.7% 18
2019
Q3 		$4.24M Buy
311,046
+59,369
+24% +$817K 0.85% 12
2019
Q2 		$3.48M Buy
+251,677
New +$3.55M 0.73% 15

Other funds holding SCM

Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
IWA
Icon Wealth Advisors Houston, Texas $1.54B AUM 18.41% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Virtus ETF Advisers's SCM Position: Q1 2025 in Review

Virtus ETF Advisers sold out of Stellus Capital Investment Corp (SCM) in Q1 2025, closing a stake of 65,584 shares — an estimated $902K sold.

Virtus ETF Advisers first reported a position in SCM in Q2 2019 and held it in 23 quarters. The position peaked at $4.26M in Q4 2019. 62 funds tracked by Wall St. Rank hold SCM as of Q1 2025.

  • Virtus ETF Advisers reported no remaining Stellus Capital Investment Corp position as of Q1 2025 after selling out during the quarter.
  • Virtus ETF Advisers sold 65,584 Stellus Capital Investment Corp shares in Q1 2025, an estimated $902K.
  • Virtus ETF Advisers first reported a position in Stellus Capital Investment Corp in Q2 2019 and held it in 23 quarters.
  • Virtus ETF Advisers's Stellus Capital Investment Corp position peaked at $4.26M in Q4 2019.
  • 62 funds tracked by Wall St. Rank held Stellus Capital Investment Corp as of Q1 2025.

Based on Virtus ETF Advisers's 13F filing for Q1 2025, filed 14 May 2025.