SW
SCEC

Simplicity Wealth’s Sterling Capital Enhanced Core Bond ETF SCEC Stock Holding History

Simplicity Wealth’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 		$16M Buy
+639,079
New +$16M 0.54% 41

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
KCM
Key Capital Management Hendersonville, Tn 37075, Tennessee $194M AUM
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 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
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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CA
Centennial Advisors Austin, Texas $83.8M AUM

Simplicity Wealth's SCEC Position: Q2 2026 in Review

Simplicity Wealth opened a new position in Sterling Capital Enhanced Core Bond ETF (SCEC) in Q2 2026: 639,079 shares worth $16M. The stake represents 0.54% of the portfolio and ranks #41 among its holdings.

18 funds tracked by Wall St. Rank hold SCEC as of Q2 2026.

  • Simplicity Wealth held 639,079 shares of Sterling Capital Enhanced Core Bond ETF worth $16M as of Q2 2026.
  • Sterling Capital Enhanced Core Bond ETF was a new Simplicity Wealth position in Q2 2026.
  • Sterling Capital Enhanced Core Bond ETF made up 0.54% of Simplicity Wealth's portfolio in Q2 2026, its #41 holding.
  • 18 funds tracked by Wall St. Rank held Sterling Capital Enhanced Core Bond ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.