Key Capital Management
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Key Capital Management’s Sterling Capital Hedged Equity Premium Income ETF SCEP Stock Holding History

Key Capital Management’s Portfolio SCEP Stock Details SCEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$7.36M Sell
297,102
-819
-0.3% -$20.4K 2.7% 7
2026
Q2 		$7.45M Buy
297,921
+28,915
+11% +$715K 3.84% 4
2026
Q1 		$6.34M Buy
+269,006
New +$6.59M 4.19% 4

Other funds holding SCEP

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
LifeWealth Investments
LifeWealth Investments Winter Garden, Florida $360M AUM 12.85% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return
B.O.S.S. Retirement Advisors
B.O.S.S. Retirement Advisors Lehi, Utah $347M AUM 15.26% 1-Year Est. Return
Quest 10 Wealth Builders
Quest 10 Wealth Builders Fuquay-Varina, Virginia $135M AUM 16.01% 1-Year Est. Return
Kingdom Financial Group
Kingdom Financial Group Peoria, Arizona $399M AUM 14.49% 1-Year Est. Return
Centennial Advisors
Centennial Advisors Austin, Texas $83.7M AUM 9.53% 1-Year Est. Return
Lloyd Advisory Services
Lloyd Advisory Services Suwanee, Georgia $263M AUM 10.23% 1-Year Est. Return
Raleigh Capital Management
Raleigh Capital Management Cary, North Carolina $322M AUM 16.27% 1-Year Est. Return
SMART Wealth
SMART Wealth Omaha, Nebraska $492M AUM 27.45% 1-Year Est. Return

Key Capital Management's SCEP Position: Q3 2026 in Review

Key Capital Management reduced its Sterling Capital Hedged Equity Premium Income ETF (SCEP) stake by 0.27% in Q3 2026, selling an estimated $20.4K and leaving 297,102 shares worth $7.36M. The position accounts for 2.7% of the portfolio, ranked #7.

Key Capital Management first reported a position in SCEP in Q1 2026 and has held it in 3 quarters since. The position peaked at $7.45M in Q2 2026. 19 funds tracked by Wall St. Rank hold SCEP as of Q3 2026.

  • Key Capital Management held 297,102 shares of Sterling Capital Hedged Equity Premium Income ETF worth $7.36M as of Q3 2026.
  • Key Capital Management sold 819 Sterling Capital Hedged Equity Premium Income ETF shares in Q3 2026, an estimated $20.4K.
  • Sterling Capital Hedged Equity Premium Income ETF made up 2.7% of Key Capital Management's portfolio in Q3 2026, its #7 holding.
  • Key Capital Management first reported a position in Sterling Capital Hedged Equity Premium Income ETF in Q1 2026 and has held it in 3 quarters since.
  • Key Capital Management's Sterling Capital Hedged Equity Premium Income ETF position peaked at $7.45M in Q2 2026.
  • 19 funds tracked by Wall St. Rank held Sterling Capital Hedged Equity Premium Income ETF as of Q3 2026.

Based on Key Capital Management's 13F filing for Q3 2026, filed 3 Nov 2026.