Montgomery Financial Services’s Sterling Capital Enhanced Core Bond ETF SCEC Stock Holding History

Montgomery Financial 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	$25.3M	Buy	+1,011,169	New	+$25.3M	22.01%	1

Other funds holding SCEC

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Kingdom Financial Group Peoria, Arizona $391M AUM 21.78% 1-Year Est. Return

Key Capital Management Hendersonville, Tn 37075, Tennessee $194M AUM

Howard Bailey Securities Fort Wayne, Indiana $267M AUM 15.68% 1-Year Est. Return

LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return

Global Wealth Management Investment Advisory Fort Lauderdale, Florida $703M AUM 20.48% 1-Year Est. Return

FWG Investments Lexington, Kentucky $189M AUM 18.47% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Montgomery Financial Services's SCEC Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in Sterling Capital Enhanced Core Bond ETF (SCEC) in Q2 2026: 1,011,169 shares worth $25.3M. The stake represents 22.01% of the portfolio and ranks #1 among its holdings.

33 funds tracked by Wall St. Rank hold SCEC as of Q2 2026.

Montgomery Financial Services held 1,011,169 shares of Sterling Capital Enhanced Core Bond ETF worth $25.3M as of Q2 2026.
Sterling Capital Enhanced Core Bond ETF was a new Montgomery Financial Services position in Q2 2026.
Sterling Capital Enhanced Core Bond ETF made up 22.01% of Montgomery Financial Services's portfolio in Q2 2026, its #1 holding.
33 funds tracked by Wall St. Rank held Sterling Capital Enhanced Core Bond ETF as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.