CreativeOne Wealth
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CreativeOne Wealth’s Sterling Capital Funds SCEC Stock Holding History

CreativeOne Wealth’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 		$305K Hold
12,165
– – 0.01% 979
2026
Q1 		$305K Hold
12,165
– – 0.01% 973
2025
Q4 		$308K Hold
12,165
– – 0.01% 939
2025
Q3 		$310K Buy
+12,165
New +$307K 0.01% 933

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Kingdom Financial Group
Kingdom Financial Group Peoria, Arizona $391M AUM 21.78% 1-Year Est. Return
Key Capital Management
Key Capital Management Hendersonville, Tn 37075, Tennessee $194M AUM
Howard Bailey Securities
Howard Bailey Securities Fort Wayne, Indiana $267M AUM 15.68% 1-Year Est. Return
Montgomery Financial Services
Montgomery Financial Services Ocean City, Maryland $115M AUM
LifeWealth Investments
LifeWealth Investments Winter Garden, Florida $374M AUM 19.41% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
Global Wealth Management Investment Advisory
Global Wealth Management Investment Advisory Fort Lauderdale, Florida $703M AUM 20.48% 1-Year Est. Return
FWG Investments
FWG Investments Lexington, Kentucky $189M AUM 18.47% 1-Year Est. Return

CreativeOne Wealth's SCEC Position: Q2 2026 in Review

CreativeOne Wealth held its Sterling Capital Funds (SCEC) position steady in Q2 2026 at 12,165 shares worth $305K. The position accounts for 0.01% of the portfolio, ranked #979.

CreativeOne Wealth first reported a position in SCEC in Q3 2025 and has held it in 4 quarters since. The position peaked at $310K in Q3 2025. 34 funds tracked by Wall St. Rank hold SCEC as of Q2 2026.

  • CreativeOne Wealth held 12,165 shares of Sterling Capital Funds worth $305K as of Q2 2026.
  • CreativeOne Wealth left its Sterling Capital Funds share count unchanged in Q2 2026.
  • Sterling Capital Funds made up 0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #979 holding.
  • CreativeOne Wealth first reported a position in Sterling Capital Funds in Q3 2025 and has held it in 4 quarters since.
  • CreativeOne Wealth's Sterling Capital Funds position peaked at $310K in Q3 2025.
  • 34 funds tracked by Wall St. Rank held Sterling Capital Funds as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.