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Creative Financial Designs’s Sterling Capital National Municipal Bond ETF SCNM Stock Holding History

Creative Financial Designs’s Portfolio SCNM Stock Details SCNM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-868
Closed -$21.6K – 2356
2026
Q1 		$21.6K Buy
+868
New +$21.8K ﹤0.01% 1176

Other funds holding SCNM

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
KFG
Kingdom Financial Group Peoria, Arizona $391M AUM 21.78% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.41% 1-Year Est. Return
AWMNH
Arcadia Wealth Management (New Hampshire) Manchester, New Hampshire $319M AUM 17.85% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $464M AUM 35.91% 1-Year Est. Return
MFS
Montgomery Financial Services Ocean City, Maryland $115M AUM
NA
Networth Advisors Canonsburg, Pennsylvania $172M AUM
HBS
Howard Bailey Securities Fort Wayne, Indiana $267M AUM 15.68% 1-Year Est. Return
FWM
FLP Wealth Management Bentonville, Arkansas $56.2M AUM 20.48% 1-Year Est. Return

Creative Financial Designs's SCNM Position: Q2 2026 in Review

Creative Financial Designs sold out of Sterling Capital National Municipal Bond ETF (SCNM) in Q2 2026, closing a stake of 868 shares — an estimated $21.6K sold.

Creative Financial Designs first reported a position in SCNM in Q1 2026 and held it in 1 quarter. The position peaked at $21.6K in Q1 2026. 28 funds tracked by Wall St. Rank hold SCNM as of Q2 2026.

  • Creative Financial Designs reported no remaining Sterling Capital National Municipal Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Creative Financial Designs sold 868 Sterling Capital National Municipal Bond ETF shares in Q2 2026, an estimated $21.6K.
  • Creative Financial Designs first reported a position in Sterling Capital National Municipal Bond ETF in Q1 2026 and held it in 1 quarter.
  • Creative Financial Designs's Sterling Capital National Municipal Bond ETF position peaked at $21.6K in Q1 2026.
  • 28 funds tracked by Wall St. Rank held Sterling Capital National Municipal Bond ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.