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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
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 $18.5B AUM 19.51% 1-Year Est. Return
KFG
Kingdom Financial Group Peoria, Arizona $349M AUM 12.25% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return
KCM
Key Capital Management Hendersonville, Tn 37075, Tennessee $151M AUM
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return
FI
FWG Investments Lexington, Kentucky $157M AUM 15.2% 1-Year Est. Return
GWMIA
Global Wealth Management Investment Advisory Fort Lauderdale, Florida $638M AUM 17.53% 1-Year Est. Return
Q1WB
Quest 10 Wealth Builders Fuquay-Varina, Virginia $114M AUM 17.01% 1-Year Est. Return

Root Financial Partners's SCEC Position: Q1 2026 in Review

Root Financial Partners held its Sterling Capital Enhanced Core Bond ETF (SCEC) position steady in Q1 2026 at 948 shares worth $23.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1222.

Root Financial Partners first reported a position in SCEC in Q3 2025 and has held it in 3 quarters since. The position peaked at $71.3K in Q3 2025. 31 funds tracked by Wall St. Rank hold SCEC as of Q1 2026.

  • Root Financial Partners held 948 shares of Sterling Capital Enhanced Core Bond ETF worth $23.8K as of Q1 2026.
  • Root Financial Partners left its Sterling Capital Enhanced Core Bond ETF share count unchanged in Q1 2026.
  • Sterling Capital Enhanced Core Bond ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1222 holding.
  • Root Financial Partners first reported a position in Sterling Capital Enhanced Core Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Sterling Capital Enhanced Core Bond ETF position peaked at $71.3K in Q3 2025.
  • 31 funds tracked by Wall St. Rank held Sterling Capital Enhanced Core Bond ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.