Envestnet Asset Management
SCNM

Envestnet Asset Management’s Sterling Capital National Municipal Bond ETF SCNM Stock Holding History

Envestnet Asset Management’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 		$1.88M Sell
74,883
-34,679
-32% -$867K ﹤0.01% 3202
2026
Q1 		$2.72M Buy
+109,562
New +$2.76M ﹤0.01% 2776

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

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

Envestnet Asset Management reduced its Sterling Capital National Municipal Bond ETF (SCNM) stake by 32% in Q2 2026, selling an estimated $867K and leaving 74,883 shares worth $1.88M. The position accounts for ﹤0.01% of the portfolio, ranked #3202.

Envestnet Asset Management first reported a position in SCNM in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.72M in Q1 2026. 27 funds tracked by Wall St. Rank hold SCNM as of Q2 2026.

  • Envestnet Asset Management held 74,883 shares of Sterling Capital National Municipal Bond ETF worth $1.88M as of Q2 2026.
  • Envestnet Asset Management sold 34,679 Sterling Capital National Municipal Bond ETF shares in Q2 2026, an estimated $867K.
  • Sterling Capital National Municipal Bond ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3202 holding.
  • Envestnet Asset Management first reported a position in Sterling Capital National Municipal Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Envestnet Asset Management's Sterling Capital National Municipal Bond ETF position peaked at $2.72M in Q1 2026.
  • 27 funds tracked by Wall St. Rank held Sterling Capital National Municipal Bond ETF as of Q2 2026.

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