LAS
SCEC

Lloyd Advisory Services’s Sterling Capital Enhanced Core Bond ETF SCEC Stock Holding History

Lloyd Advisory Services’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 		$2.41M Sell
96,376
-2,198,139
-96% -$55M 0.94% 14
2026
Q1 		$57.6M Buy
2,294,515
+2,235,314
+3,776% +$56.6M 16.47% 1
2025
Q4 		$1.5M Sell
59,201
-4,445
-7% -$113K 0.58% 31
2025
Q3 		$1.62M Sell
63,646
-5,771
-8% -$146K 0.76% 26
2025
Q2 		$1.75M Buy
+69,417
New +$1.73M 0.85% 25

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
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.41% 1-Year Est. Return
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

Lloyd Advisory Services's SCEC Position: Q2 2026 in Review

Lloyd Advisory Services reduced its Sterling Capital Enhanced Core Bond ETF (SCEC) stake by 96% in Q2 2026, selling an estimated $55M and leaving 96,376 shares worth $2.41M. The position accounts for 0.94% of the portfolio, ranked #14.

Lloyd Advisory Services first reported a position in SCEC in Q2 2025 and has held it in 5 quarters since. The position peaked at $57.6M in Q1 2026. 33 funds tracked by Wall St. Rank hold SCEC as of Q2 2026.

  • Lloyd Advisory Services held 96,376 shares of Sterling Capital Enhanced Core Bond ETF worth $2.41M as of Q2 2026.
  • Lloyd Advisory Services sold 2,198,139 Sterling Capital Enhanced Core Bond ETF shares in Q2 2026, an estimated $55M.
  • Sterling Capital Enhanced Core Bond ETF made up 0.94% of Lloyd Advisory Services's portfolio in Q2 2026, its #14 holding.
  • Lloyd Advisory Services first reported a position in Sterling Capital Enhanced Core Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Lloyd Advisory Services's Sterling Capital Enhanced Core Bond ETF position peaked at $57.6M in Q1 2026.
  • 33 funds tracked by Wall St. Rank held Sterling Capital Enhanced Core Bond ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.