LI
SCNM

LifeWealth Investments’s Sterling Capital National Municipal Bond ETF SCNM Stock Holding History

LifeWealth Investments’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 		$7.74M Buy
307,572
+16,584
+6% +$415K 2.07% 13
2026
Q1 		$7.23M Buy
+290,988
New +$7.32M 2.16% 12

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
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
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return

LifeWealth Investments's SCNM Position: Q2 2026 in Review

LifeWealth Investments increased its Sterling Capital National Municipal Bond ETF (SCNM) stake by 5.7% in Q2 2026, buying an estimated $415K and bringing the position to 307,572 shares worth $7.74M. The position accounts for 2.07% of the portfolio, ranked #13.

LifeWealth Investments 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.

  • LifeWealth Investments held 307,572 shares of Sterling Capital National Municipal Bond ETF worth $7.74M as of Q2 2026.
  • LifeWealth Investments bought 16,584 Sterling Capital National Municipal Bond ETF shares in Q2 2026, an estimated $415K.
  • Sterling Capital National Municipal Bond ETF made up 2.07% of LifeWealth Investments's portfolio in Q2 2026, its #13 holding.
  • LifeWealth Investments 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 LifeWealth Investments's 13F filing for Q2 2026, filed 16 Jul 2026.