LI
SCMC

LifeWealth Investments’s Sterling Capital Multi-Strategy Income ETF SCMC Stock Holding History

LifeWealth Investments’s Portfolio SCMC Stock Details SCMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.31M Buy
131,825
+13,574
+11% +$340K 0.89% 32
2026
Q1 		$2.96M Buy
+118,251
New +$2.97M 0.88% 32

Other funds holding SCMC

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KCM
Key Capital Management Hendersonville, Tn 37075, Tennessee $194M AUM
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return
Q1WB
Quest 10 Wealth Builders Fuquay-Varina, Virginia $129M AUM 22.73% 1-Year Est. Return
FWM
FLP Wealth Management Bentonville, Arkansas $56.2M AUM 20.48% 1-Year Est. Return
KFG
Kingdom Financial Group Peoria, Arizona $391M AUM 21.78% 1-Year Est. Return
CA
Centennial Advisors Austin, Texas $83.8M AUM

LifeWealth Investments's SCMC Position: Q2 2026 in Review

LifeWealth Investments increased its Sterling Capital Multi-Strategy Income ETF (SCMC) stake by 11% in Q2 2026, buying an estimated $340K and bringing the position to 131,825 shares worth $3.31M. The position accounts for 0.89% of the portfolio, ranked #32.

LifeWealth Investments first reported a position in SCMC in Q1 2026 and has held it in 2 quarters since. 24 funds tracked by Wall St. Rank hold SCMC as of Q2 2026.

  • LifeWealth Investments held 131,825 shares of Sterling Capital Multi-Strategy Income ETF worth $3.31M as of Q2 2026.
  • LifeWealth Investments bought 13,574 Sterling Capital Multi-Strategy Income ETF shares in Q2 2026, an estimated $340K.
  • Sterling Capital Multi-Strategy Income ETF made up 0.89% of LifeWealth Investments's portfolio in Q2 2026, its #32 holding.
  • LifeWealth Investments first reported a position in Sterling Capital Multi-Strategy Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 24 funds tracked by Wall St. Rank held Sterling Capital Multi-Strategy Income ETF as of Q2 2026.

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