FIA
SCEC

Foundations Investment Advisors’s Sterling Capital Enhanced Core Bond ETF SCEC Stock Holding History

Foundations Investment Advisors’s Portfolio SCEC Stock Details SCEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-15,381
Closed -$386K – 1337
2026
Q1 		$386K Buy
+15,381
New +$390K ﹤0.01% 810

Other funds holding SCEC

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
KFG
Kingdom Financial Group Peoria, Arizona $391M AUM 21.78% 1-Year Est. Return
KCM
Key Capital Management Hendersonville, Tn 37075, Tennessee $194M AUM
HBS
Howard Bailey Securities Fort Wayne, Indiana $267M AUM 15.68% 1-Year Est. Return
MFS
Montgomery Financial Services Ocean City, Maryland $115M AUM
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.41% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
GWMIA
Global Wealth Management Investment Advisory Fort Lauderdale, Florida $703M AUM 20.48% 1-Year Est. Return
FI
FWG Investments Lexington, Kentucky $189M AUM 18.47% 1-Year Est. Return

Foundations Investment Advisors's SCEC Position: Q2 2026 in Review

Foundations Investment Advisors sold out of Sterling Capital Enhanced Core Bond ETF (SCEC) in Q2 2026, closing a stake of 15,381 shares — an estimated $386K sold.

Foundations Investment Advisors first reported a position in SCEC in Q1 2026 and held it in 1 quarter. The position peaked at $386K in Q1 2026. 33 funds tracked by Wall St. Rank hold SCEC as of Q2 2026.

  • Foundations Investment Advisors reported no remaining Sterling Capital Enhanced Core Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Foundations Investment Advisors sold 15,381 Sterling Capital Enhanced Core Bond ETF shares in Q2 2026, an estimated $386K.
  • Foundations Investment Advisors first reported a position in Sterling Capital Enhanced Core Bond ETF in Q1 2026 and held it in 1 quarter.
  • Foundations Investment Advisors's Sterling Capital Enhanced Core Bond ETF position peaked at $386K in Q1 2026.
  • 33 funds tracked by Wall St. Rank held Sterling Capital Enhanced Core Bond ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.