Z3 Capital Partners’s LMP Capital and Income Fund SCD Stock Holding History

Z3 Capital Partners’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	$6.66M	Buy	425,705 +5,366	+1%	+$82.2K	1.4%	20
2026 Q1	$6.28M	Buy	420,339 +21,354	+5%	+$330K	1.59%	17
2025 Q4	$5.91M	Buy	+398,985	New	+$5.94M	1.42%	20

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AAM

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

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.66% 1-Year Est. Return

Z3 Capital Partners's SCD Position: Q2 2026 in Review

Z3 Capital Partners increased its LMP Capital and Income Fund (SCD) stake by 1.3% in Q2 2026, buying an estimated $82.2K and bringing the position to 425,705 shares worth $6.66M. The position accounts for 1.4% of the portfolio, ranked #20.

Z3 Capital Partners first reported a position in SCD in Q4 2025 and has held it in 3 quarters since. 54 funds tracked by Wall St. Rank hold SCD as of Q2 2026.

Z3 Capital Partners held 425,705 shares of LMP Capital and Income Fund worth $6.66M as of Q2 2026.
Z3 Capital Partners bought 5,366 LMP Capital and Income Fund shares in Q2 2026, an estimated $82.2K.
LMP Capital and Income Fund made up 1.4% of Z3 Capital Partners's portfolio in Q2 2026, its #20 holding.
Z3 Capital Partners first reported a position in LMP Capital and Income Fund in Q4 2025 and has held it in 3 quarters since.
54 funds tracked by Wall St. Rank held LMP Capital and Income Fund as of Q2 2026.

Based on Z3 Capital Partners's 13F filing for Q2 2026, filed 28 Jul 2026.