Wealth Enhancement Advisory Services’s LMP Capital and Income Fund SCD Stock Holding History

Wealth Enhancement Advisory Services’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	$2.64M	Buy	169,537 +23,959	+16%	+$367K	﹤0.01%	1394
2026 Q1	$2.18M	Sell	145,578 -57,113	-28%	-$882K	﹤0.01%	1350
2025 Q4	$3.07M	Buy	202,691 +66,224	+49%	+$986K	﹤0.01%	1275
2025 Q3	$2.14M	Buy	136,467 +47,329	+53%	+$731K	﹤0.01%	1395
2025 Q2	$1.42M	Buy	89,138 +29,856	+50%	+$461K	﹤0.01%	1536
2025 Q1	$944K	Buy	+59,282	New	+$993K	﹤0.01%	1627

Other funds holding SCD

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

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

ZCP

Z3 Capital Partners Richmond, Virginia $476M AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

AAM

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

Wealth Enhancement Advisory Services's SCD Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its LMP Capital and Income Fund (SCD) stake by 16% in Q2 2026, buying an estimated $367K and bringing the position to 169,537 shares worth $2.64M. The position accounts for ﹤0.01% of the portfolio, ranked #1394.

Wealth Enhancement Advisory Services first reported a position in SCD in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.07M in Q4 2025. 57 funds tracked by Wall St. Rank hold SCD as of Q2 2026.

Wealth Enhancement Advisory Services held 169,537 shares of LMP Capital and Income Fund worth $2.64M as of Q2 2026.
Wealth Enhancement Advisory Services bought 23,959 LMP Capital and Income Fund shares in Q2 2026, an estimated $367K.
LMP Capital and Income Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1394 holding.
Wealth Enhancement Advisory Services first reported a position in LMP Capital and Income Fund in Q1 2025 and has held it in 6 quarters since.
Wealth Enhancement Advisory Services's LMP Capital and Income Fund position peaked at $3.07M in Q4 2025.
57 funds tracked by Wall St. Rank held LMP Capital and Income Fund as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.