BOSSRA
SCEC

B.O.S.S. Retirement Advisors’s Sterling Capital Enhanced Core Bond ETF SCEC Stock Holding History

B.O.S.S. Retirement Advisors’s Portfolio SCEC Stock Details SCEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$750K Sell
29,957
-2,565
-8% -$64.2K 0.2% 71
2026
Q1 		$816K Sell
32,522
-490
-1% -$12.4K 0.25% 70
2025
Q4 		$837K Sell
33,012
-103,097
-76% -$2.63M 0.26% 70
2025
Q3 		$3.47M Sell
136,109
-20,555
-13% -$519K 0.83% 29
2025
Q2 		$3.96M Buy
+156,664
New +$3.91M 0.99% 23

Other funds holding SCEC

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
KFG
Kingdom Financial Group Peoria, Arizona $391M AUM 21.78% 1-Year Est. Return
KCM
Key Capital Management Hendersonville, Tn 37075, Tennessee $194M AUM
HBS
Howard Bailey Securities Fort Wayne, Indiana $267M AUM 15.68% 1-Year Est. Return
MFS
Montgomery Financial Services Ocean City, Maryland $115M AUM
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.41% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
GWMIA
Global Wealth Management Investment Advisory Fort Lauderdale, Florida $703M AUM 20.48% 1-Year Est. Return
FI
FWG Investments Lexington, Kentucky $189M AUM 18.47% 1-Year Est. Return

B.O.S.S. Retirement Advisors's SCEC Position: Q2 2026 in Review

B.O.S.S. Retirement Advisors reduced its Sterling Capital Enhanced Core Bond ETF (SCEC) stake by 7.9% in Q2 2026, selling an estimated $64.2K and leaving 29,957 shares worth $750K. The position accounts for 0.2% of the portfolio, ranked #71.

B.O.S.S. Retirement Advisors first reported a position in SCEC in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.96M in Q2 2025. 33 funds tracked by Wall St. Rank hold SCEC as of Q2 2026.

  • B.O.S.S. Retirement Advisors held 29,957 shares of Sterling Capital Enhanced Core Bond ETF worth $750K as of Q2 2026.
  • B.O.S.S. Retirement Advisors sold 2,565 Sterling Capital Enhanced Core Bond ETF shares in Q2 2026, an estimated $64.2K.
  • Sterling Capital Enhanced Core Bond ETF made up 0.2% of B.O.S.S. Retirement Advisors's portfolio in Q2 2026, its #71 holding.
  • B.O.S.S. Retirement Advisors first reported a position in Sterling Capital Enhanced Core Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • B.O.S.S. Retirement Advisors's Sterling Capital Enhanced Core Bond ETF position peaked at $3.96M in Q2 2025.
  • 33 funds tracked by Wall St. Rank held Sterling Capital Enhanced Core Bond ETF as of Q2 2026.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.