Evolution Wealth Management’s Sterling Capital Multi-Strategy Income ETF SCMC Stock Holding History

Evolution Wealth Management’s Portfolio SCMC Stock Details SCMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$40.8K	Buy	+1,671	New	+$41.5K	0.02%	307

Other funds holding SCMC

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

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 SCMC Position: Q3 2026 in Review

Evolution Wealth Management opened a new position in Sterling Capital Multi-Strategy Income ETF (SCMC) in Q3 2026: 1,671 shares worth $40.8K. The stake represents 0.02% of the portfolio and ranks #307 among its holdings.

9 funds tracked by Wall St. Rank hold SCMC as of Q3 2026.

Evolution Wealth Management held 1,671 shares of Sterling Capital Multi-Strategy Income ETF worth $40.8K as of Q3 2026.
Sterling Capital Multi-Strategy Income ETF was a new Evolution Wealth Management position in Q3 2026.
Sterling Capital Multi-Strategy Income ETF made up 0.02% of Evolution Wealth Management's portfolio in Q3 2026, its #307 holding.
9 funds tracked by Wall St. Rank held Sterling Capital Multi-Strategy Income ETF as of Q3 2026.

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