EWM
SCSB

Evolution Wealth Management’s Sterling Capital Short Duration Bond ETF SCSB Stock Holding History

Evolution Wealth Management’s Portfolio SCSB Stock Details SCSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$18.8K Buy
+750
New +$18.8K 0.01% 427

Other funds holding SCSB

Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $328M AUM 17.54% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
KFG
Kingdom Financial Group Peoria, Arizona $349M AUM 12.25% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
GSEP
Golden State Equity Partners South Coast Metro, California $1.32B AUM 23.87% 1-Year Est. Return

Evolution Wealth Management's SCSB Position: Q1 2026 in Review

Evolution Wealth Management opened a new position in Sterling Capital Short Duration Bond ETF (SCSB) in Q1 2026: 750 shares worth $18.8K. The stake represents 0.01% of the portfolio and ranks #427 among its holdings.

9 funds tracked by Wall St. Rank hold SCSB as of Q1 2026.

  • Evolution Wealth Management held 750 shares of Sterling Capital Short Duration Bond ETF worth $18.8K as of Q1 2026.
  • Sterling Capital Short Duration Bond ETF was a new Evolution Wealth Management position in Q1 2026.
  • Sterling Capital Short Duration Bond ETF made up 0.01% of Evolution Wealth Management's portfolio in Q1 2026, its #427 holding.
  • 9 funds tracked by Wall St. Rank held Sterling Capital Short Duration Bond ETF as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.