XF
SCD

XML Financial’s LMP Capital and Income Fund SCD Stock Holding History

XML Financial’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 		$321K Hold
20,523
– – 0.02% 355
2026
Q1 		$306K Hold
20,523
– – 0.02% 337
2025
Q4 		$304K Sell
20,523
-4,945
-19% -$73.6K 0.02% 337
2025
Q3 		$396K Hold
25,468
– – 0.03% 279
2025
Q2 		$397K Hold
25,468
– – 0.03% 270
2025
Q1 		$406K Hold
25,468
– – 0.04% 249
2024
Q4 		$438K Hold
25,468
– – 0.04% 244
2024
Q3 		$448K Hold
25,468
– – 0.04% 242
2024
Q2 		$394K Hold
25,468
– – 0.04% 244
2024
Q1 		$398K Hold
25,468
– – 0.04% 248
2023
Q4 		$357K Hold
25,468
– – 0.04% 248
2023
Q3 		$318K Sell
25,468
-1,910
-7% -$24.5K 0.04% 254
2023
Q2 		$351K Hold
27,378
– – 0.04% 254
2023
Q1 		$334K Hold
27,378
– – 0.04% 255
2022
Q4 		$330K Hold
27,378
– – 0.04% 244
2022
Q3 		$309K Sell
27,378
-2,269
-8% -$29.2K 0.04% 243
2022
Q2 		$365K Hold
29,647
– – 0.08% 162
2022
Q1 		$433K Hold
29,647
– – 0.05% 223
2021
Q4 		$451K Sell
29,647
-498
-2% -$7.25K 0.05% 213
2021
Q3 		$415K Buy
30,145
+2,767
+10% +$39.6K 0.06% 215
2021
Q2 		$395K Hold
27,378
– – 0.09% 161
2021
Q1 		$348K Sell
27,378
-6,494
-19% -$79.2K 0.08% 157
2020
Q4 		$395K Sell
33,872
-181
-0.5% -$1.99K 0.1% 144
2020
Q3 		$347K Sell
34,053
-5,845
-15% -$61.2K 0.11% 141
2020
Q2 		$399K Buy
39,898
+4,259
+12% +$41.6K 0.14% 118
2020
Q1 		$287K Hold
35,639
– – 0.12% 126
2019
Q4 		$554K Buy
+35,639
New +$515K 0.2% 91

Other funds holding SCD

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
ZCP
Z3 Capital Partners Richmond, Virginia $476M AUM
Morgan Stanley
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Allspring Global Investments
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

XML Financial's SCD Position: Q2 2026 in Review

XML Financial held its LMP Capital and Income Fund (SCD) position steady in Q2 2026 at 20,523 shares worth $321K. The position accounts for 0.02% of the portfolio, ranked #355.

XML Financial first reported a position in SCD in Q4 2019 and has held it in 27 quarters since. The position peaked at $554K in Q4 2019. 57 funds tracked by Wall St. Rank hold SCD as of Q2 2026.

  • XML Financial held 20,523 shares of LMP Capital and Income Fund worth $321K as of Q2 2026.
  • XML Financial left its LMP Capital and Income Fund share count unchanged in Q2 2026.
  • LMP Capital and Income Fund made up 0.02% of XML Financial's portfolio in Q2 2026, its #355 holding.
  • XML Financial first reported a position in LMP Capital and Income Fund in Q4 2019 and has held it in 27 quarters since.
  • XML Financial's LMP Capital and Income Fund position peaked at $554K in Q4 2019.
  • 57 funds tracked by Wall St. Rank held LMP Capital and Income Fund as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.