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
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 $18.5B AUM 19.51% 1-Year Est. Return
KFG
Kingdom Financial Group Peoria, Arizona $349M AUM 12.25% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return
KCM
Key Capital Management Hendersonville, Tn 37075, Tennessee $151M AUM
LI
LifeWealth Investments Winter Garden, Florida $335M AUM 16.86% 1-Year Est. Return
FI
FWG Investments Lexington, Kentucky $157M AUM 15.2% 1-Year Est. Return
GWMIA
Global Wealth Management Investment Advisory Fort Lauderdale, Florida $638M AUM 17.53% 1-Year Est. Return
Q1WB
Quest 10 Wealth Builders Fuquay-Varina, Virginia $114M AUM 17.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return