Ethos Financial Group »

Stellus Capital Investment shares owned by Ethos Financial Group

Quarter-by-quarter ownership of Stellus Capital Investment (SCM) shares owned by Ethos Financial Group from 13F filings

Historical chart of Ethos Financial Group investment in Stellus Capital Investment

Tip: Access up to 7 years of quarterly data

All positions including Stellus Capital Investment held by Ethos Financial Group 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 Stellus Capital Investment by Ethos Financial Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.5M 198k 12.68
2025-09-30 $2.7M 205k 13.06
2025-06-30 $2.7M 197k 13.94
2025-03-31 $2.7M 193k 14.00

More positions owned by Ethos Financial Group

Schwab U.S. Broad Market Etf Etf (SCHB)
Relative Sentiment Tactical Allocation Etf Etf (MOOD)
Abrdn Physical Gold Shares Etf Etf (SGOL)
Vanguard S&P 500 Etf Etf (VOO)
Alpha Architect 1-3 Month Box Etf Etf (BOXX)
Schwab Us Large Cap Etf Etf (SCHX)
Vanguard Total World Stock Etf Etf (VT)
Schwab Us Large Cap Growth Etf Etf (SCHG)
Apple (AAPL)
Ishares Tips Bond Etf Etf (TIP)
Spdr S&P 500 Etf Trust Etf (SPY)
Vaneck Morningstar Wide Moat Etf Etf (MOAT)
Schwab Us Large Cap Value Etf Etf (SCHV)
Ishares Russell 1000 Growth Etf Etf (IWF)
Select Sector Spdr Tr Etf (XLU)

View all positions for Ethos Financial Group

Top funds holding Stellus Capital Investment

Two Sigma Advisers
CI Private Wealth
Muzinich & Co
Raymond James Financial
Two Sigma Investments
Condor Capital Management
BlackRock
Ethos Financial Group
Legal & General Group
Sumitomo Mitsui Trust Holdings
Sunbelt Securities
Advisors Asset Management
Icon Wealth Advisors
Inspire Advisors
PFG Investments

View all funds holding Stellus Capital Investment