Evolution Wealth Management’s Sterling Capital Hedged Equity Premium Income ETF SCEP Stock Holding History

Evolution Wealth 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 Q3	$41.2K	Buy	+1,662	New	+$41.4K	0.02%	306

Other funds holding SCEP

LifeWealth Investments Winter Garden, Florida $360M AUM 12.85% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

B.O.S.S. Retirement Advisors Lehi, Utah $347M AUM 15.26% 1-Year Est. Return

Centennial Advisors Austin, Texas $83.7M AUM 9.53% 1-Year Est. Return

Raleigh Capital Management Cary, North Carolina $322M AUM 16.27% 1-Year Est. Return

BWG

Boomfish Wealth Group Alpharetta, Georgia $231M AUM 21.59% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Evolution Wealth Management's SCEP Position: Q3 2026 in Review

Evolution Wealth Management opened a new position in Sterling Capital Hedged Equity Premium Income ETF (SCEP) in Q3 2026: 1,662 shares worth $41.2K. The stake represents 0.02% of the portfolio and ranks #306 among its holdings.

8 funds tracked by Wall St. Rank hold SCEP as of Q3 2026.

Evolution Wealth Management held 1,662 shares of Sterling Capital Hedged Equity Premium Income ETF worth $41.2K as of Q3 2026.
Sterling Capital Hedged Equity Premium Income ETF was a new Evolution Wealth Management position in Q3 2026.
Sterling Capital Hedged Equity Premium Income ETF made up 0.02% of Evolution Wealth Management's portfolio in Q3 2026, its #306 holding.
8 funds tracked by Wall St. Rank held Sterling Capital Hedged Equity Premium Income ETF as of Q3 2026.

Based on Evolution Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.