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 Q1	$586K	Buy	+24,854	New	+$609K	0.17%	123

Other funds holding SCEP

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return

B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return

Quest 10 Wealth Builders Fuquay-Varina, Virginia $114M AUM 17.01% 1-Year Est. Return

Kingdom Financial Group Peoria, Arizona $349M AUM 12.25% 1-Year Est. Return

Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return

SMART Wealth's SCEP Position: Q1 2026 in Review

SMART Wealth opened a new position in Sterling Capital Hedged Equity Premium Income ETF (SCEP) in Q1 2026: 24,854 shares worth $586K. The stake represents 0.17% of the portfolio and ranks #123 among its holdings.

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

SMART Wealth held 24,854 shares of Sterling Capital Hedged Equity Premium Income ETF worth $586K as of Q1 2026.
Sterling Capital Hedged Equity Premium Income ETF was a new SMART Wealth position in Q1 2026.
Sterling Capital Hedged Equity Premium Income ETF made up 0.17% of SMART Wealth's portfolio in Q1 2026, its #123 holding.
26 funds tracked by Wall St. Rank held Sterling Capital Hedged Equity Premium Income ETF as of Q1 2026.

Based on SMART Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.