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
Q2 		$18.7K Hold
750
– – 0.01% 477
2026
Q1 		$18.8K Buy
+750
New +$18.8K 0.01% 427

Other funds holding SCSB

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
ACGA
Atlanta Consulting Group Advisors Atlanta, Georgia $631M AUM 22.46% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return
KFG
Kingdom Financial Group Peoria, Arizona $391M AUM 21.78% 1-Year Est. Return
TAP
Tounjian Advisory Partners Fort Myers, Florida $234M AUM 22.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SIM
Strategic Investment Management Arlington, Virginia $291M AUM 20.58% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

Evolution Wealth Management's SCSB Position: Q2 2026 in Review

Evolution Wealth Management held its Sterling Capital Short Duration Bond ETF (SCSB) position steady in Q2 2026 at 750 shares worth $18.7K. The position accounts for 0.01% of the portfolio, ranked #477.

Evolution Wealth Management first reported a position in SCSB in Q1 2026 and has held it in 2 quarters since. The position peaked at $18.8K in Q1 2026. 11 funds tracked by Wall St. Rank hold SCSB as of Q2 2026.

  • Evolution Wealth Management held 750 shares of Sterling Capital Short Duration Bond ETF worth $18.7K as of Q2 2026.
  • Evolution Wealth Management left its Sterling Capital Short Duration Bond ETF share count unchanged in Q2 2026.
  • Sterling Capital Short Duration Bond ETF made up 0.01% of Evolution Wealth Management's portfolio in Q2 2026, its #477 holding.
  • Evolution Wealth Management first reported a position in Sterling Capital Short Duration Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Evolution Wealth Management's Sterling Capital Short Duration Bond ETF position peaked at $18.8K in Q1 2026.
  • 11 funds tracked by Wall St. Rank held Sterling Capital Short Duration Bond ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.