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
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 $18.5B AUM 19.51% 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
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return
KCM
Key Capital Management Hendersonville, Tn 37075, Tennessee $151M AUM
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return
FI
FWG Investments Lexington, Kentucky $157M AUM 15.2% 1-Year Est. Return
GWMIA
Global Wealth Management Investment Advisory Fort Lauderdale, Florida $638M AUM 17.53% 1-Year Est. Return
Q1WB
Quest 10 Wealth Builders Fuquay-Varina, Virginia $114M AUM 17.01% 1-Year Est. Return

B.O.S.S. Retirement Advisors's SCEC Position: Q1 2026 in Review

B.O.S.S. Retirement Advisors reduced its Sterling Capital Enhanced Core Bond ETF (SCEC) stake by 1.5% in Q1 2026, selling an estimated $12.4K and leaving 32,522 shares worth $816K. The position accounts for 0.25% of the portfolio, ranked #70.

B.O.S.S. Retirement Advisors first reported a position in SCEC in Q2 2025 and has held it in 4 quarters since. The position peaked at $3.96M in Q2 2025. 31 funds tracked by Wall St. Rank hold SCEC as of Q1 2026.

  • B.O.S.S. Retirement Advisors held 32,522 shares of Sterling Capital Enhanced Core Bond ETF worth $816K as of Q1 2026.
  • B.O.S.S. Retirement Advisors sold 490 Sterling Capital Enhanced Core Bond ETF shares in Q1 2026, an estimated $12.4K.
  • Sterling Capital Enhanced Core Bond ETF made up 0.25% of B.O.S.S. Retirement Advisors's portfolio in Q1 2026, its #70 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 4 quarters since.
  • B.O.S.S. Retirement Advisors's Sterling Capital Enhanced Core Bond ETF position peaked at $3.96M in Q2 2025.
  • 31 funds tracked by Wall St. Rank held Sterling Capital Enhanced Core Bond ETF as of Q1 2026.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.