AWM
SCSB

AE Wealth Management’s Sterling Capital Short Duration Bond ETF SCSB Stock Holding History

AE Wealth Management’s Portfolio SCSB Stock Details SCSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.35M Sell
254,171
-4,440
-2% -$111K 0.03% 391
2026
Q1 		$6.49M Buy
+258,611
New +$6.48M 0.04% 360

Other funds holding SCSB

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
ACGA
Atlanta Consulting Group Advisors Atlanta, Georgia $631M AUM 22.46% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return
KFG
Kingdom Financial Group Peoria, Arizona $391M AUM 21.78% 1-Year Est. Return
TAP
Tounjian Advisory Partners Fort Myers, Florida $234M AUM 22.4% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SIM
Strategic Investment Management Arlington, Virginia $291M AUM 20.58% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

AE Wealth Management's SCSB Position: Q2 2026 in Review

AE Wealth Management reduced its Sterling Capital Short Duration Bond ETF (SCSB) stake by 1.7% in Q2 2026, selling an estimated $111K and leaving 254,171 shares worth $6.35M. The position accounts for 0.03% of the portfolio, ranked #391.

AE Wealth Management first reported a position in SCSB in Q1 2026 and has held it in 2 quarters since. The position peaked at $6.49M in Q1 2026. 11 funds tracked by Wall St. Rank hold SCSB as of Q2 2026.

  • AE Wealth Management held 254,171 shares of Sterling Capital Short Duration Bond ETF worth $6.35M as of Q2 2026.
  • AE Wealth Management sold 4,440 Sterling Capital Short Duration Bond ETF shares in Q2 2026, an estimated $111K.
  • Sterling Capital Short Duration Bond ETF made up 0.03% of AE Wealth Management's portfolio in Q2 2026, its #391 holding.
  • AE Wealth Management first reported a position in Sterling Capital Short Duration Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • AE Wealth Management's Sterling Capital Short Duration Bond ETF position peaked at $6.49M in Q1 2026.
  • 11 funds tracked by Wall St. Rank held Sterling Capital Short Duration Bond ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.