LAS
SCEP

Lloyd Advisory Services’s Sterling Capital Hedged Equity Premium Income ETF SCEP Stock Holding History

Lloyd Advisory Services’s Portfolio SCEP Stock Details SCEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.01M Sell
40,394
-21,894
-35% -$542K 0.39% 39
2026
Q1 		$1.47M Buy
+62,288
New +$1.53M 0.42% 24

Other funds holding SCEP

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
KCM
Key Capital Management Hendersonville, Tn 37075, Tennessee $194M AUM
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
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
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

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

Lloyd Advisory Services reduced its Sterling Capital Hedged Equity Premium Income ETF (SCEP) stake by 35% in Q2 2026, selling an estimated $542K and leaving 40,394 shares worth $1.01M. The position accounts for 0.39% of the portfolio, ranked #39.

Lloyd Advisory Services first reported a position in SCEP in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.47M in Q1 2026. 28 funds tracked by Wall St. Rank hold SCEP as of Q2 2026.

  • Lloyd Advisory Services held 40,394 shares of Sterling Capital Hedged Equity Premium Income ETF worth $1.01M as of Q2 2026.
  • Lloyd Advisory Services sold 21,894 Sterling Capital Hedged Equity Premium Income ETF shares in Q2 2026, an estimated $542K.
  • Sterling Capital Hedged Equity Premium Income ETF made up 0.39% of Lloyd Advisory Services's portfolio in Q2 2026, its #39 holding.
  • Lloyd Advisory Services first reported a position in Sterling Capital Hedged Equity Premium Income ETF in Q1 2026 and has held it in 2 quarters since.
  • Lloyd Advisory Services's Sterling Capital Hedged Equity Premium Income ETF position peaked at $1.47M in Q1 2026.
  • 28 funds tracked by Wall St. Rank held Sterling Capital Hedged Equity Premium Income ETF as of Q2 2026.

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