LIA
SCNM

LifePlan Investment Advisors’s Sterling Capital National Municipal Bond ETF SCNM Stock Holding History

LifePlan Investment Advisors’s Portfolio SCNM Stock Details SCNM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$516K Buy
20,521
+189
+0.9% +$4.72K 0.18% 94
2026
Q1 		$505K Buy
+20,332
New +$512K 0.2% 87

Other funds holding SCNM

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
KFG
Kingdom Financial Group Peoria, Arizona $391M AUM 21.78% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.41% 1-Year Est. Return
AWMNH
Arcadia Wealth Management (New Hampshire) Manchester, New Hampshire $319M AUM 17.85% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $464M AUM 35.91% 1-Year Est. Return
MFS
Montgomery Financial Services Ocean City, Maryland $115M AUM
NA
Networth Advisors Canonsburg, Pennsylvania $172M AUM
HBS
Howard Bailey Securities Fort Wayne, Indiana $267M AUM 15.68% 1-Year Est. Return
FWM
FLP Wealth Management Bentonville, Arkansas $56.2M AUM 20.48% 1-Year Est. Return

LifePlan Investment Advisors's SCNM Position: Q2 2026 in Review

LifePlan Investment Advisors increased its Sterling Capital National Municipal Bond ETF (SCNM) stake by 0.93% in Q2 2026, buying an estimated $4.72K and bringing the position to 20,521 shares worth $516K. The position accounts for 0.18% of the portfolio, ranked #94.

LifePlan Investment Advisors first reported a position in SCNM in Q1 2026 and has held it in 2 quarters since. 27 funds tracked by Wall St. Rank hold SCNM as of Q2 2026.

  • LifePlan Investment Advisors held 20,521 shares of Sterling Capital National Municipal Bond ETF worth $516K as of Q2 2026.
  • LifePlan Investment Advisors bought 189 Sterling Capital National Municipal Bond ETF shares in Q2 2026, an estimated $4.72K.
  • Sterling Capital National Municipal Bond ETF made up 0.18% of LifePlan Investment Advisors's portfolio in Q2 2026, its #94 holding.
  • LifePlan Investment Advisors first reported a position in Sterling Capital National Municipal Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 27 funds tracked by Wall St. Rank held Sterling Capital National Municipal Bond ETF as of Q2 2026.

Based on LifePlan Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.