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SEPISEPI
2 quarters

Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in SCM TRUST

Steward Partners Investment Advisory, LLC holds 212,045 shares of SEPI (SCM TRUST), worth $5.9M as of 2026-Q2. The position was increased (+11.8% shares). SEPI represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$5.9M

Current Shares

212,045

Total Value Change

+$1.2M

Total Shares Change

+22,322

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
212,045
+11.8%
$5.9M0.0%$27.85
30
2026-Q1
New
189,723
-
$4.8M0.0%$25.83
37

Other major holders of SEPI: SHELTON CAPITAL MANAGEMENT, RAYMOND JAMES FINANCIAL INC, LPL Financial LLC

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