BOLTON SECURITIES CORPORATION’s Stellus Capital Investment Corp SCM Stock Holding History

BOLTON SECURITIES CORPORATION’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	$2.81M	Buy	+200,610	New	+$2.91M	0.17%	161

Other funds holding SCM

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

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

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

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

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return

Condor Capital Management Martinsville, New Jersey $1.34B AUM 13.51% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Icon Wealth Advisors Houston, Texas $1.66B AUM 24.99% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's SCM Position: Q1 2025 in Review

BOLTON SECURITIES CORPORATION opened a new position in Stellus Capital Investment Corp (SCM) in Q1 2025: 200,610 shares worth $2.81M. The stake represents 0.17% of the portfolio and ranks #161 among its holdings.

65 funds tracked by Wall St. Rank hold SCM as of Q1 2025.

BOLTON SECURITIES CORPORATION held 200,610 shares of Stellus Capital Investment Corp worth $2.81M as of Q1 2025.
Stellus Capital Investment Corp was a new BOLTON SECURITIES CORPORATION position in Q1 2025.
Stellus Capital Investment Corp made up 0.17% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2025, its #161 holding.
65 funds tracked by Wall St. Rank held Stellus Capital Investment Corp as of Q1 2025.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2025, filed 12 Nov 2026.