SW
SCEP

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

SMART 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 		$468K Sell
18,739
-6,115
-25% -$151K 0.1% 160
2026
Q1 		$586K Buy
+24,854
New +$609K 0.17% 123

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
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 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

SMART Wealth's SCEP Position: Q2 2026 in Review

SMART Wealth reduced its Sterling Capital Hedged Equity Premium Income ETF (SCEP) stake by 25% in Q2 2026, selling an estimated $151K and leaving 18,739 shares worth $468K. The position accounts for 0.1% of the portfolio, ranked #160.

SMART Wealth first reported a position in SCEP in Q1 2026 and has held it in 2 quarters since. The position peaked at $586K in Q1 2026. 28 funds tracked by Wall St. Rank hold SCEP as of Q2 2026.

  • SMART Wealth held 18,739 shares of Sterling Capital Hedged Equity Premium Income ETF worth $468K as of Q2 2026.
  • SMART Wealth sold 6,115 Sterling Capital Hedged Equity Premium Income ETF shares in Q2 2026, an estimated $151K.
  • Sterling Capital Hedged Equity Premium Income ETF made up 0.1% of SMART Wealth's portfolio in Q2 2026, its #160 holding.
  • SMART Wealth first reported a position in Sterling Capital Hedged Equity Premium Income ETF in Q1 2026 and has held it in 2 quarters since.
  • SMART Wealth's Sterling Capital Hedged Equity Premium Income ETF position peaked at $586K in Q1 2026.
  • 28 funds tracked by Wall St. Rank held Sterling Capital Hedged Equity Premium Income ETF as of Q2 2026.

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