BOSSRA
SCMC

B.O.S.S. Retirement Advisors’s Sterling Capital Multi-Strategy Income ETF SCMC Stock Holding History

B.O.S.S. Retirement Advisors’s Portfolio SCMC Stock Details SCMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.47M Buy
98,289
+7,700
+8% +$193K 0.67% 35
2026
Q1 		$2.26M Buy
+90,589
New +$2.28M 0.69% 36

Other funds holding SCMC

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KCM
Key Capital Management Hendersonville, Tn 37075, Tennessee $194M 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
Q1WB
Quest 10 Wealth Builders Fuquay-Varina, Virginia $129M AUM 22.73% 1-Year Est. Return
FWM
FLP Wealth Management Bentonville, Arkansas $56.2M AUM 20.48% 1-Year Est. Return
KFG
Kingdom Financial Group Peoria, Arizona $391M AUM 21.78% 1-Year Est. Return
CA
Centennial Advisors Austin, Texas $83.8M AUM

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

B.O.S.S. Retirement Advisors increased its Sterling Capital Multi-Strategy Income ETF (SCMC) stake by 8.5% in Q2 2026, buying an estimated $193K and bringing the position to 98,289 shares worth $2.47M. The position accounts for 0.67% of the portfolio, ranked #35.

B.O.S.S. Retirement Advisors first reported a position in SCMC in Q1 2026 and has held it in 2 quarters since. 24 funds tracked by Wall St. Rank hold SCMC as of Q2 2026.

  • B.O.S.S. Retirement Advisors held 98,289 shares of Sterling Capital Multi-Strategy Income ETF worth $2.47M as of Q2 2026.
  • B.O.S.S. Retirement Advisors bought 7,700 Sterling Capital Multi-Strategy Income ETF shares in Q2 2026, an estimated $193K.
  • Sterling Capital Multi-Strategy Income ETF made up 0.67% of B.O.S.S. Retirement Advisors's portfolio in Q2 2026, its #35 holding.
  • B.O.S.S. Retirement Advisors first reported a position in Sterling Capital Multi-Strategy Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 24 funds tracked by Wall St. Rank held Sterling Capital Multi-Strategy Income ETF as of Q2 2026.

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