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Stellus Capital Investment shares owned by Icon Wealth Partners

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

Historical chart of Icon Wealth Partners investment in Stellus Capital Investment

Tip: Access up to 7 years of quarterly data

All positions including Stellus Capital Investment held by Icon Wealth Partners 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 Partners

Quarter filed Position value Share count Share price at filing
2023-09-30 $907k 67k 13.60
2019-03-31 $42k 3.0k 14.00

More positions owned by Icon Wealth Partners

Ishares Core S&p 500 Etf Etf (IVV)
Accenture Plc Ireland Shs Class A Stock (ACN)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)
Ishares Msci Eafe Value Etf Etf (EFV)
Ishares Msci Eafe Growth Etf Etf (EFG)
Ishares National Muni Bond Etf Etf (MUB)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Ishares Esg Aware Msci Usa Etf Etf (ESGU)
Chevron Corp Stock (CVX)
Exxon Mobil Corp Stock (XOM)
Microsoft Corp Stock (MSFT)
Amazon Stock (AMZN)
Ishares Mbs Etf Etf (MBB)
Enterprise Prods Partners Stock (EPD)
Spdr S&p 500 Etf Trust Etf (SPY)

View all positions for Icon Wealth Partners

Top funds holding Stellus Capital Investment

Two Sigma Investments
Two Sigma Advisers
Raymond James & Associates
Legal & General Group
Condor Capital Management
Millennium Management
Advisors Asset Management
Icon Wealth Advisors
Squarepoint Ops
Gables Capital Management
Sumitomo Mitsui Trust Holdings
PFG Investments
Rockefeller Capital Management
U.S. Capital Wealth Advisors
Citadel Advisors

View all funds holding Stellus Capital Investment