SW
SCMC

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

SMART 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 		$396K Sell
15,739
-2,189
-12% -$54.8K 0.09% 173
2026
Q1 		$448K Buy
+17,928
New +$451K 0.13% 135

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
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 SCMC Position: Q2 2026 in Review

SMART Wealth reduced its Sterling Capital Multi-Strategy Income ETF (SCMC) stake by 12% in Q2 2026, selling an estimated $54.8K and leaving 15,739 shares worth $396K. The position accounts for 0.09% of the portfolio, ranked #173.

SMART Wealth first reported a position in SCMC in Q1 2026 and has held it in 2 quarters since. The position peaked at $448K in Q1 2026. 24 funds tracked by Wall St. Rank hold SCMC as of Q2 2026.

  • SMART Wealth held 15,739 shares of Sterling Capital Multi-Strategy Income ETF worth $396K as of Q2 2026.
  • SMART Wealth sold 2,189 Sterling Capital Multi-Strategy Income ETF shares in Q2 2026, an estimated $54.8K.
  • Sterling Capital Multi-Strategy Income ETF made up 0.09% of SMART Wealth's portfolio in Q2 2026, its #173 holding.
  • SMART Wealth first reported a position in Sterling Capital Multi-Strategy Income ETF in Q1 2026 and has held it in 2 quarters since.
  • SMART Wealth's Sterling Capital Multi-Strategy Income ETF position peaked at $448K in Q1 2026.
  • 24 funds tracked by Wall St. Rank held Sterling Capital Multi-Strategy Income ETF as of Q2 2026.

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