LIA
SCEC

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

LifePlan 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
Q1 		$220K Sell
8,776
-8,764
-50% -$222K 0.09% 116
2025
Q4 		$445K Buy
17,540
+8,598
+96% +$219K 0.18% 83
2025
Q3 		$228K Buy
8,942
+295
+3% +$7.45K 0.1% 105
2025
Q2 		$219K Buy
+8,647
New +$216K 0.11% 103

Other funds holding SCEC

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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 $194M AUM
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return
FI
FWG Investments Lexington, Kentucky $189M AUM 18.47% 1-Year Est. Return
GWMIA
Global Wealth Management Investment Advisory Fort Lauderdale, Florida $703M AUM 20.48% 1-Year Est. Return
Q1WB
Quest 10 Wealth Builders Fuquay-Varina, Virginia $129M AUM 22.73% 1-Year Est. Return

LifePlan Investment Advisors's SCEC Position: Q1 2026 in Review

LifePlan Investment Advisors reduced its Sterling Capital Enhanced Core Bond ETF (SCEC) stake by 50% in Q1 2026, selling an estimated $222K and leaving 8,776 shares worth $220K. The position accounts for 0.09% of the portfolio, ranked #116.

LifePlan Investment Advisors first reported a position in SCEC in Q2 2025 and has held it in 4 quarters since. The position peaked at $445K in Q4 2025. 31 funds tracked by Wall St. Rank hold SCEC as of Q1 2026.

  • LifePlan Investment Advisors held 8,776 shares of Sterling Capital Enhanced Core Bond ETF worth $220K as of Q1 2026.
  • LifePlan Investment Advisors sold 8,764 Sterling Capital Enhanced Core Bond ETF shares in Q1 2026, an estimated $222K.
  • Sterling Capital Enhanced Core Bond ETF made up 0.09% of LifePlan Investment Advisors's portfolio in Q1 2026, its #116 holding.
  • LifePlan Investment Advisors first reported a position in Sterling Capital Enhanced Core Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • LifePlan Investment Advisors's Sterling Capital Enhanced Core Bond ETF position peaked at $445K in Q4 2025.
  • 31 funds tracked by Wall St. Rank held Sterling Capital Enhanced Core Bond ETF as of Q1 2026.

Based on LifePlan Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.