Wealth Enhancement Advisory Services »

LMP Capital and Income Fund shares owned by Wealth Enhancement Advisory Services

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

Historical chart of Wealth Enhancement Advisory Services 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 Wealth Enhancement Advisory Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in LMP Capital and Income Fund by Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.1M 137k 15.66
2025-06-30 $1.4M 89k 15.97
2025-03-31 $944k 59k 15.93

More positions owned by Wealth Enhancement Advisory Services

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Alps Etf Tr Smith Core Plus (SMTH)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Msci Intl Moment (IMTM)
Amazon (AMZN)
J P Morgan Exchange Traded F Us Momentum (JMOM)
Schwab Strategic Tr Fundamental Intl (FNDF)
Victory Portfolios Ii Usaa Msci Usa Sm (USVM)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Us Treas Bd Etf (GOVT)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Wealth Enhancement Advisory Services

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