Envestnet Asset Management
SCEP

Envestnet Asset Management’s Sterling Capital Hedged Equity Premium Income ETF SCEP Stock Holding History

Envestnet Asset Management’s Portfolio SCEP Stock Details SCEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.73M Buy
269,384
+98,924
+58% +$2.45M ﹤0.01% 2245
2026
Q1 		$4.02M Buy
+170,460
New +$4.17M ﹤0.01% 2491

Other funds holding SCEP

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
KCM
Key Capital Management Hendersonville, Tn 37075, Tennessee $194M AUM
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 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

Envestnet Asset Management's SCEP Position: Q2 2026 in Review

Envestnet Asset Management increased its Sterling Capital Hedged Equity Premium Income ETF (SCEP) stake by 58% in Q2 2026, buying an estimated $2.45M and bringing the position to 269,384 shares worth $6.73M. The position accounts for ﹤0.01% of the portfolio, ranked #2245.

Envestnet Asset Management first reported a position in SCEP in Q1 2026 and has held it in 2 quarters since. 28 funds tracked by Wall St. Rank hold SCEP as of Q2 2026.

  • Envestnet Asset Management held 269,384 shares of Sterling Capital Hedged Equity Premium Income ETF worth $6.73M as of Q2 2026.
  • Envestnet Asset Management bought 98,924 Sterling Capital Hedged Equity Premium Income ETF shares in Q2 2026, an estimated $2.45M.
  • Sterling Capital Hedged Equity Premium Income ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2245 holding.
  • Envestnet Asset Management first reported a position in Sterling Capital Hedged Equity Premium Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 28 funds tracked by Wall St. Rank held Sterling Capital Hedged Equity Premium Income ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.