RFP
SCEC

Root Financial Partners’s Sterling Capital Enhanced Core Bond ETF SCEC Stock Holding History

Root Financial Partners’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 		– Sell
-948
Closed -$23.8K – 3412
2026
Q1 		$23.8K Hold
948
– – ﹤0.01% 1222
2025
Q4 		$24K Sell
948
-1,851
-66% -$47.2K ﹤0.01% 1084
2025
Q3 		$71.3K Buy
+2,799
New +$70.7K ﹤0.01% 550

Other funds holding SCEC

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
KFG
Kingdom Financial Group Peoria, Arizona $391M AUM 21.78% 1-Year Est. Return
KCM
Key Capital Management Hendersonville, Tn 37075, Tennessee $194M AUM
HBS
Howard Bailey Securities Fort Wayne, Indiana $267M AUM 15.68% 1-Year Est. Return
MFS
Montgomery Financial Services Ocean City, Maryland $115M AUM
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
GWMIA
Global Wealth Management Investment Advisory Fort Lauderdale, Florida $703M AUM 20.48% 1-Year Est. Return
FI
FWG Investments Lexington, Kentucky $189M AUM 18.47% 1-Year Est. Return

Root Financial Partners's SCEC Position: Q2 2026 in Review

Root Financial Partners sold out of Sterling Capital Enhanced Core Bond ETF (SCEC) in Q2 2026, closing a stake of 948 shares — an estimated $23.8K sold.

Root Financial Partners first reported a position in SCEC in Q3 2025 and held it in 3 quarters. The position peaked at $71.3K in Q3 2025. 33 funds tracked by Wall St. Rank hold SCEC as of Q2 2026.

  • Root Financial Partners reported no remaining Sterling Capital Enhanced Core Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 948 Sterling Capital Enhanced Core Bond ETF shares in Q2 2026, an estimated $23.8K.
  • Root Financial Partners first reported a position in Sterling Capital Enhanced Core Bond ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Sterling Capital Enhanced Core Bond ETF position peaked at $71.3K in Q3 2025.
  • 33 funds tracked by Wall St. Rank held Sterling Capital Enhanced Core Bond ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.