P
SCEP

&Partners’s Sterling Capital Hedged Equity Premium Income ETF SCEP Stock Holding History

&Partners’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 		$444K Buy
17,744
+7,332
+70% +$181K ﹤0.01% 1907
2026
Q1 		$245K Buy
+10,412
New +$255K ﹤0.01% 2116

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

&Partners's SCEP Position: Q2 2026 in Review

&Partners increased its Sterling Capital Hedged Equity Premium Income ETF (SCEP) stake by 70% in Q2 2026, buying an estimated $181K and bringing the position to 17,744 shares worth $444K. The position accounts for ﹤0.01% of the portfolio, ranked #1907.

&Partners first reported a position in SCEP in Q1 2026 and has held it in 2 quarters since. 28 funds tracked by Wall St. Rank hold SCEP as of Q2 2026.

  • &Partners held 17,744 shares of Sterling Capital Hedged Equity Premium Income ETF worth $444K as of Q2 2026.
  • &Partners bought 7,332 Sterling Capital Hedged Equity Premium Income ETF shares in Q2 2026, an estimated $181K.
  • Sterling Capital Hedged Equity Premium Income ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1907 holding.
  • &Partners first reported a position in Sterling Capital Hedged Equity Premium Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 28 funds tracked by Wall St. Rank held Sterling Capital Hedged Equity Premium Income ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.