MFS
SCEP

Montgomery Financial Services’s Sterling Capital Hedged Equity Premium Income ETF SCEP Stock Holding History

Montgomery Financial 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 		$139K Buy
+5,561
New +$138K 0.12% 36

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 19.48% 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

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

Montgomery Financial Services opened a new position in Sterling Capital Hedged Equity Premium Income ETF (SCEP) in Q2 2026: 5,561 shares worth $139K. The stake represents 0.12% of the portfolio and ranks #36 among its holdings.

28 funds tracked by Wall St. Rank hold SCEP as of Q2 2026.

  • Montgomery Financial Services held 5,561 shares of Sterling Capital Hedged Equity Premium Income ETF worth $139K as of Q2 2026.
  • Sterling Capital Hedged Equity Premium Income ETF was a new Montgomery Financial Services position in Q2 2026.
  • Sterling Capital Hedged Equity Premium Income ETF made up 0.12% of Montgomery Financial Services's portfolio in Q2 2026, its #36 holding.
  • 28 funds tracked by Wall St. Rank held Sterling Capital Hedged Equity Premium Income ETF as of Q2 2026.

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