SW
SCMC

Simplicity Wealth’s Sterling Capital Multi-Strategy Income ETF SCMC Stock Holding History

Simplicity Wealth’s Portfolio SCMC Stock Details SCMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3M Buy
119,478
+18,431
+18% +$462K 0.1% 206
2026
Q1 		$2.53M Buy
+101,047
New +$2.54M 0.14% 153

Other funds holding SCMC

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
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
KCM
Key Capital Management Hendersonville, Tn 37075, Tennessee $194M AUM
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 SCMC Position: Q2 2026 in Review

Simplicity Wealth increased its Sterling Capital Multi-Strategy Income ETF (SCMC) stake by 18% in Q2 2026, buying an estimated $462K and bringing the position to 119,478 shares worth $3M. The position accounts for 0.1% of the portfolio, ranked #206.

Simplicity Wealth first reported a position in SCMC in Q1 2026 and has held it in 2 quarters since. 24 funds tracked by Wall St. Rank hold SCMC as of Q2 2026.

  • Simplicity Wealth held 119,478 shares of Sterling Capital Multi-Strategy Income ETF worth $3M as of Q2 2026.
  • Simplicity Wealth bought 18,431 Sterling Capital Multi-Strategy Income ETF shares in Q2 2026, an estimated $462K.
  • Sterling Capital Multi-Strategy Income ETF made up 0.1% of Simplicity Wealth's portfolio in Q2 2026, its #206 holding.
  • Simplicity Wealth first reported a position in Sterling Capital Multi-Strategy Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 24 funds tracked by Wall St. Rank held Sterling Capital Multi-Strategy Income ETF as of Q2 2026.

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