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 Sell
579,107
-488,550
-46% -$12.5M 4.65% 3
2025
Q3 		$27.2M Buy
1,067,657
+130,293
+14% +$3.29M 4.15% 4
2025
Q2 		$23.7M Buy
+937,364
New +$23.4M 4.06% 4

Other funds holding SCEC

CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DRP
Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 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. The position peaked at $27.2M in Q3 2025. 6 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.
  • LifeWealth Investments's Sterling Capital Enhanced Core Bond ETF position peaked at $27.2M in Q3 2025.
  • 6 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.