Lloyd Advisory Services’s Sterling Capital Multi-Strategy Income ETF SCMC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$845K Sell
33,646
-11,355
-25% -$284K 0.33% 45
2026
Q1
$1.13M Buy
+45,001
New +$1.13M 0.32% 33

Other funds holding SCMC

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

Lloyd Advisory Services reduced its Sterling Capital Multi-Strategy Income ETF (SCMC) stake by 25% in Q2 2026, selling an estimated $284K and leaving 33,646 shares worth $845K. The position accounts for 0.33% of the portfolio, ranked #45.

Lloyd Advisory Services first reported a position in SCMC in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.13M in Q1 2026. 24 funds tracked by Wall St. Rank hold SCMC as of Q2 2026.

  • Lloyd Advisory Services held 33,646 shares of Sterling Capital Multi-Strategy Income ETF worth $845K as of Q2 2026.
  • Lloyd Advisory Services sold 11,355 Sterling Capital Multi-Strategy Income ETF shares in Q2 2026, an estimated $284K.
  • Sterling Capital Multi-Strategy Income ETF made up 0.33% of Lloyd Advisory Services's portfolio in Q2 2026, its #45 holding.
  • Lloyd Advisory Services first reported a position in Sterling Capital Multi-Strategy Income ETF in Q1 2026 and has held it in 2 quarters since.
  • Lloyd Advisory Services's Sterling Capital Multi-Strategy Income ETF position peaked at $1.13M in Q1 2026.
  • 24 funds tracked by Wall St. Rank held Sterling Capital Multi-Strategy Income ETF as of Q2 2026.

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