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

Sterling Capital Management’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
Q3 		$15.9K Buy
640
+325
+103% +$8.1K ﹤0.01% 2304
2026
Q2 		$7.88K Hold
315
– – ﹤0.01% 2353
2026
Q1 		$7.42K Buy
+315
New +$7.72K ﹤0.01% 2532

Other funds holding SCEP

Key Capital Management
Key Capital Management Hendersonville, Tn 37075, Tennessee $273M AUM 7.44% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
LifeWealth Investments
LifeWealth Investments Winter Garden, Florida $360M AUM 12.85% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return
B.O.S.S. Retirement Advisors
B.O.S.S. Retirement Advisors Lehi, Utah $347M AUM 15.26% 1-Year Est. Return
Quest 10 Wealth Builders
Quest 10 Wealth Builders Fuquay-Varina, Virginia $135M AUM 16.01% 1-Year Est. Return
Kingdom Financial Group
Kingdom Financial Group Peoria, Arizona $399M AUM 14.48% 1-Year Est. Return
FSA Advisors
FSA Advisors Troy, Michigan $230M AUM 15.24% 1-Year Est. Return
Centennial Advisors
Centennial Advisors Austin, Texas $83.7M AUM 9.53% 1-Year Est. Return
Lloyd Advisory Services
Lloyd Advisory Services Suwanee, Georgia $263M AUM 10.23% 1-Year Est. Return

Sterling Capital Management's SCEP Position: Q3 2026 in Review

Sterling Capital Management increased its Sterling Capital Hedged Equity Premium Income ETF (SCEP) stake by 103% in Q3 2026, buying an estimated $8.1K and bringing the position to 640 shares worth $15.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2304.

Sterling Capital Management first reported a position in SCEP in Q1 2026 and has held it in 3 quarters since. 20 funds tracked by Wall St. Rank hold SCEP as of Q3 2026.

  • Sterling Capital Management held 640 shares of Sterling Capital Hedged Equity Premium Income ETF worth $15.9K as of Q3 2026.
  • Sterling Capital Management bought 325 Sterling Capital Hedged Equity Premium Income ETF shares in Q3 2026, an estimated $8.1K.
  • Sterling Capital Hedged Equity Premium Income ETF made up ﹤0.01% of Sterling Capital Management's portfolio in Q3 2026, its #2304 holding.
  • Sterling Capital Management first reported a position in Sterling Capital Hedged Equity Premium Income ETF in Q1 2026 and has held it in 3 quarters since.
  • 20 funds tracked by Wall St. Rank held Sterling Capital Hedged Equity Premium Income ETF as of Q3 2026.

Based on Sterling Capital Management's 13F filing for Q3 2026, filed 22 Oct 2026.