LI
SCEC

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

LifeWealth 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
Q2 		$22.4M Buy
896,531
+133,574
+18% +$3.34M 6% 3
2026
Q1 		$19.1M Buy
762,957
+183,850
+32% +$4.66M 5.71% 3
2025
Q4 		$14.7M Buy
579,107
+44,778
+8% +$1.14M 4.65% 3
2025
Q3 		$13.6M Buy
534,329
+65,647
+14% +$1.66M 4.49% 4
2025
Q2 		$11.8M Buy
+468,682
New +$11.7M 4.31% 4

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
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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

LifeWealth Investments's SCEC Position: Q2 2026 in Review

LifeWealth Investments increased its Sterling Capital Enhanced Core Bond ETF (SCEC) stake by 18% in Q2 2026, buying an estimated $3.34M and bringing the position to 896,531 shares worth $22.4M. The position accounts for 6% of the portfolio, ranked #3.

LifeWealth Investments first reported a position in SCEC in Q2 2025 and has held it in 5 quarters since. 33 funds tracked by Wall St. Rank hold SCEC as of Q2 2026.

  • LifeWealth Investments held 896,531 shares of Sterling Capital Enhanced Core Bond ETF worth $22.4M as of Q2 2026.
  • LifeWealth Investments bought 133,574 Sterling Capital Enhanced Core Bond ETF shares in Q2 2026, an estimated $3.34M.
  • Sterling Capital Enhanced Core Bond ETF made up 6% of LifeWealth Investments's portfolio in Q2 2026, its #3 holding.
  • LifeWealth Investments first reported a position in Sterling Capital Enhanced Core Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 33 funds tracked by Wall St. Rank held Sterling Capital Enhanced Core Bond ETF as of Q2 2026.

Based on LifeWealth Investments's 13F filing for Q2 2026, filed 16 Jul 2026.