FI
SCEC

FWG Investments’s Sterling Capital Enhanced Core Bond ETF SCEC Stock Holding History

FWG Investments’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
Q1 		$6.18M Sell
246,431
-7,289
-3% -$185K 3.93% 3
2025
Q4 		$6.43M Buy
253,720
+3,851
+2% +$98.2K 4.1% 3
2025
Q3 		$6.37M Buy
249,869
+12,605
+5% +$318K 4.37% 3
2025
Q2 		$6M Buy
+237,264
New +$5.92M 4.56% 2

Other funds holding SCEC

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return
KCM
Key Capital Management Hendersonville, Tn 37075, Tennessee $151M AUM
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return
GWMIA
Global Wealth Management Investment Advisory Fort Lauderdale, Florida $638M AUM 17.53% 1-Year Est. Return
Q1WB
Quest 10 Wealth Builders Fuquay-Varina, Virginia $114M AUM 17.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

FWG Investments's SCEC Position: Q1 2026 in Review

FWG Investments reduced its Sterling Capital Enhanced Core Bond ETF (SCEC) stake by 2.9% in Q1 2026, selling an estimated $185K and leaving 246,431 shares worth $6.18M. The position accounts for 3.93% of the portfolio, ranked #3.

FWG Investments first reported a position in SCEC in Q2 2025 and has held it in 4 quarters since. The position peaked at $6.43M in Q4 2025. 31 funds tracked by Wall St. Rank hold SCEC as of Q1 2026.

  • FWG Investments held 246,431 shares of Sterling Capital Enhanced Core Bond ETF worth $6.18M as of Q1 2026.
  • FWG Investments sold 7,289 Sterling Capital Enhanced Core Bond ETF shares in Q1 2026, an estimated $185K.
  • Sterling Capital Enhanced Core Bond ETF made up 3.93% of FWG Investments's portfolio in Q1 2026, its #3 holding.
  • FWG Investments first reported a position in Sterling Capital Enhanced Core Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • FWG Investments's Sterling Capital Enhanced Core Bond ETF position peaked at $6.43M in Q4 2025.
  • 31 funds tracked by Wall St. Rank held Sterling Capital Enhanced Core Bond ETF as of Q1 2026.

Based on FWG Investments's 13F filing for Q1 2026, filed 21 Apr 2026.