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LMP Capital and Income Fund shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of LMP Capital and Income Fund (SCD) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in LMP Capital and Income Fund

Tip: Access up to 7 years of quarterly data

All positions including LMP Capital and Income Fund held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in LMP Capital and Income Fund by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $93k 6.0k 15.53
2025-06-30 $94k 6.0k 15.60
2025-03-31 $96k 6.0k 15.93
2024-12-31 $103k 6.0k 17.20

More positions owned by MAI Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple Call Call Option (Principal) (AAPL)
Microsoft Corp Call Call Option (Principal) (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Amazon Call Call Option (Principal) (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 500 Val Etf (IVE)
Broadcom Call Call Option (Principal) (AVGO)
Alphabet Call Call Option (Principal) (GOOGL)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for MAI Wealth Advisors

Top funds holding LMP Capital and Income Fund

Sit Investment Associates
Raymond James Financial
Polar Securities
Morgan Stanley
Cornerstone Advisors
Advisors Asset Management
Wells Fargo & Company
Steward Partners Investment Advisory
Absolute Investment Advisers
Wealth Enhancement Advisory Services
Landscape Capital Management
Royal Bank of Canada
Yakira Capital Management
Astoria Portfolio Advisors
Quarry

View all funds holding LMP Capital and Income Fund