AWM
SCEP

AE Wealth Management’s Sterling Capital Hedged Equity Premium Income ETF SCEP Stock Holding History

AE Wealth Management’s Portfolio SCEP Stock Details SCEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$131M Buy
+5,542,593
New +$136M 0.71% 25

Other funds holding SCEP

KCM
Key Capital Management Hendersonville, Tn 37075, Tennessee $151M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return
Q1WB
Quest 10 Wealth Builders Fuquay-Varina, Virginia $114M AUM 17.01% 1-Year Est. Return
KFG
Kingdom Financial Group Peoria, Arizona $349M AUM 12.25% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
CA
Centennial Advisors Austin, Texas $78.6M AUM

AE Wealth Management's SCEP Position: Q1 2026 in Review

AE Wealth Management opened a new position in Sterling Capital Hedged Equity Premium Income ETF (SCEP) in Q1 2026: 5,542,593 shares worth $131M. The stake represents 0.71% of the portfolio and ranks #25 among its holdings.

26 funds tracked by Wall St. Rank hold SCEP as of Q1 2026.

  • AE Wealth Management held 5,542,593 shares of Sterling Capital Hedged Equity Premium Income ETF worth $131M as of Q1 2026.
  • Sterling Capital Hedged Equity Premium Income ETF was a new AE Wealth Management position in Q1 2026.
  • Sterling Capital Hedged Equity Premium Income ETF made up 0.71% of AE Wealth Management's portfolio in Q1 2026, its #25 holding.
  • 26 funds tracked by Wall St. Rank held Sterling Capital Hedged Equity Premium Income ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.