VIPI
SCD

Vista Investment Partners II’s LMP Capital and Income Fund SCD Stock Holding History

Vista Investment Partners II’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
2026
Q2 		– Sell
-12,053
Closed -$180K – 173
2026
Q1 		$180K Hold
12,053
– – 0.08% 148
2025
Q4 		$178K Hold
12,053
– – 0.08% 142
2025
Q3 		$187K Sell
12,053
-7
-0.1% -$108 0.09% 135
2025
Q2 		$188K Sell
12,060
-349
-3% -$5.39K 0.09% 127
2025
Q1 		$198K Hold
12,409
– – 0.11% 119
2024
Q4 		$213K Buy
+12,409
New +$214K 0.13% 116

Other funds holding SCD

ZCP
Z3 Capital Partners Richmond, Virginia $476M AUM
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $569M AUM 145.59% 1-Year Est. Return
WCL
Wealth Care LLC Merritt Island, Florida $123M AUM
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return
AHL
Abel Hall LLC Baton Rouge, Louisiana $579M AUM 54.21% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Vista Investment Partners II's SCD Position: Q2 2026 in Review

Vista Investment Partners II sold out of LMP Capital and Income Fund (SCD) in Q2 2026, closing a stake of 12,053 shares — an estimated $180K sold.

Vista Investment Partners II first reported a position in SCD in Q4 2024 and held it in 6 quarters. The position peaked at $213K in Q4 2024. 23 funds tracked by Wall St. Rank hold SCD as of Q2 2026.

  • Vista Investment Partners II reported no remaining LMP Capital and Income Fund position as of Q2 2026 after selling out during the quarter.
  • Vista Investment Partners II sold 12,053 LMP Capital and Income Fund shares in Q2 2026, an estimated $180K.
  • Vista Investment Partners II first reported a position in LMP Capital and Income Fund in Q4 2024 and held it in 6 quarters.
  • Vista Investment Partners II's LMP Capital and Income Fund position peaked at $213K in Q4 2024.
  • 23 funds tracked by Wall St. Rank held LMP Capital and Income Fund as of Q2 2026.

Based on Vista Investment Partners II's 13F filing for Q2 2026, filed 21 Jul 2026.