SW
SCEP

Simplicity Wealth’s Sterling Capital Hedged Equity Premium Income ETF SCEP Stock Holding History

Simplicity Wealth’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 		$3.36M Sell
134,263
-738
-0.5% -$18.3K 0.11% 188
2026
Q1 		$3.18M Buy
+135,001
New +$3.31M 0.18% 125

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
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
CA
Centennial Advisors Austin, Texas $83.8M AUM

Simplicity Wealth's SCEP Position: Q2 2026 in Review

Simplicity Wealth reduced its Sterling Capital Hedged Equity Premium Income ETF (SCEP) stake by 0.55% in Q2 2026, selling an estimated $18.3K and leaving 134,263 shares worth $3.36M. The position accounts for 0.11% of the portfolio, ranked #188.

Simplicity Wealth 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.

  • Simplicity Wealth held 134,263 shares of Sterling Capital Hedged Equity Premium Income ETF worth $3.36M as of Q2 2026.
  • Simplicity Wealth sold 738 Sterling Capital Hedged Equity Premium Income ETF shares in Q2 2026, an estimated $18.3K.
  • Sterling Capital Hedged Equity Premium Income ETF made up 0.11% of Simplicity Wealth's portfolio in Q2 2026, its #188 holding.
  • Simplicity Wealth 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 Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.