Networth Advisors
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Networth Advisors’s Sterling Capital National Municipal Bond ETF SCNM Stock Holding History

Networth Advisors’s Portfolio SCNM Stock Details SCNM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.78M Sell
117,975
-1,135
-1% -$27.9K 1.59% 17
2026
Q2 		$3M Buy
119,110
+4,094
+4% +$102K 1.74% 16
2026
Q1 		$2.86M Buy
+115,016
New +$2.89M 2.02% 15

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Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return
LifeWealth Investments
LifeWealth Investments Winter Garden, Florida $360M AUM 12.85% 1-Year Est. Return
Arcadia Wealth Management (New Hampshire)
Arcadia Wealth Management (New Hampshire) Manchester, New Hampshire $328M AUM 10.95% 1-Year Est. Return
SMART Wealth
SMART Wealth Omaha, Nebraska $492M AUM 27.45% 1-Year Est. Return
Montgomery Financial Services
Montgomery Financial Services Ocean City, Maryland $121M AUM
Howard Bailey Securities
Howard Bailey Securities Fort Wayne, Indiana $259M AUM 9.88% 1-Year Est. Return
B.O.S.S. Retirement Advisors
B.O.S.S. Retirement Advisors Lehi, Utah $347M AUM 15.26% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Key Capital Management
Key Capital Management Hendersonville, Tn 37075, Tennessee $273M AUM 7.44% 1-Year Est. Return

Networth Advisors's SCNM Position: Q3 2026 in Review

Networth Advisors reduced its Sterling Capital National Municipal Bond ETF (SCNM) stake by 0.95% in Q3 2026, selling an estimated $27.9K and leaving 117,975 shares worth $2.78M. The position accounts for 1.59% of the portfolio, ranked #17.

Networth Advisors first reported a position in SCNM in Q1 2026 and has held it in 3 quarters since. The position peaked at $3M in Q2 2026. 20 funds tracked by Wall St. Rank hold SCNM as of Q3 2026.

  • Networth Advisors held 117,975 shares of Sterling Capital National Municipal Bond ETF worth $2.78M as of Q3 2026.
  • Networth Advisors sold 1,135 Sterling Capital National Municipal Bond ETF shares in Q3 2026, an estimated $27.9K.
  • Sterling Capital National Municipal Bond ETF made up 1.59% of Networth Advisors's portfolio in Q3 2026, its #17 holding.
  • Networth Advisors first reported a position in Sterling Capital National Municipal Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • Networth Advisors's Sterling Capital National Municipal Bond ETF position peaked at $3M in Q2 2026.
  • 20 funds tracked by Wall St. Rank held Sterling Capital National Municipal Bond ETF as of Q3 2026.

Based on Networth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.