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
Q1 		$3.18M Buy
+135,001
New +$3.31M 0.18% 125

Other funds holding SCEP

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
KCM
Key Capital Management Hendersonville, Tn 37075, Tennessee $151M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $328M AUM 17.54% 1-Year Est. Return
Q1WB
Quest 10 Wealth Builders Fuquay-Varina, Virginia $114M AUM 17.01% 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
CA
Centennial Advisors Austin, Texas $78.6M AUM

Simplicity Wealth's SCEP Position: Q1 2026 in Review

Simplicity Wealth opened a new position in Sterling Capital Hedged Equity Premium Income ETF (SCEP) in Q1 2026: 135,001 shares worth $3.18M. The stake represents 0.18% of the portfolio and ranks #125 among its holdings.

26 funds tracked by Wall St. Rank hold SCEP as of Q1 2026.

  • Simplicity Wealth held 135,001 shares of Sterling Capital Hedged Equity Premium Income ETF worth $3.18M as of Q1 2026.
  • Sterling Capital Hedged Equity Premium Income ETF was a new Simplicity Wealth position in Q1 2026.
  • Sterling Capital Hedged Equity Premium Income ETF made up 0.18% of Simplicity Wealth's portfolio in Q1 2026, its #125 holding.
  • 26 funds tracked by Wall St. Rank held Sterling Capital Hedged Equity Premium Income ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.