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Stellus Capital Investment shares owned by Icon Wealth Advisors

Quarter-by-quarter ownership of Stellus Capital Investment (SCM) shares owned by Icon Wealth Advisors from 13F filings

Historical chart of Icon Wealth Advisors investment in Stellus Capital Investment

Tip: Access up to 7 years of quarterly data

All positions including Stellus Capital Investment held by Icon Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Stellus Capital Investment by Icon Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.8M 132k 13.69
2024-03-31 $1.7M 131k 13.08
2023-12-31 $1.7M 131k 12.85

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Ishares Core S&p 500 Etf Etf (IVV)
Accenture Plc Ireland Shs Class A Stock (ACN)
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Ishares S&p 500 Growth Etf Etf (IVW)
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)
Microsoft Corp Stock (MSFT)
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Ishares Msci Eafe Growth Etf Etf (EFG)
Apple Stock (AAPL)
Ishares National Muni Bond Etf Etf (MUB)
Amazon Stock (AMZN)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Exxon Mobil Corp Stock (XOM)
Chevron Corp Stock (CVX)

View all positions for Icon Wealth Advisors

Top funds holding Stellus Capital Investment

Two Sigma Advisers
Two Sigma Investments
Raymond James & Associates
Condor Capital Management
Morgan Stanley
Advisors Asset Management
Icon Wealth Advisors
CI Private Wealth
Cliffwater
Gables Capital Management
Trexquant Investment
BlackRock
BlackRock
Marshall Wace
Qube Research & Technologies

View all funds holding Stellus Capital Investment