Triad Wealth Partners’s Sterling Capital Enhanced Core Bond ETF SCEC Stock Holding History

Triad Wealth Partners’s Portfolio SCEC Stock Details SCEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$938K	Buy	+37,389	New	+$947K	0.07%	180

Other funds holding SCEC

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return

Key Capital Management Hendersonville, Tn 37075, Tennessee $151M AUM

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

FWG Investments Lexington, Kentucky $157M AUM 15.2% 1-Year Est. Return

Global Wealth Management Investment Advisory Fort Lauderdale, Florida $638M AUM 17.53% 1-Year Est. Return

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

Triad Wealth Partners's SCEC Position: Q1 2026 in Review

Triad Wealth Partners opened a new position in Sterling Capital Enhanced Core Bond ETF (SCEC) in Q1 2026: 37,389 shares worth $938K. The stake represents 0.07% of the portfolio and ranks #180 among its holdings.

31 funds tracked by Wall St. Rank hold SCEC as of Q1 2026.

Triad Wealth Partners held 37,389 shares of Sterling Capital Enhanced Core Bond ETF worth $938K as of Q1 2026.
Sterling Capital Enhanced Core Bond ETF was a new Triad Wealth Partners position in Q1 2026.
Sterling Capital Enhanced Core Bond ETF made up 0.07% of Triad Wealth Partners's portfolio in Q1 2026, its #180 holding.
31 funds tracked by Wall St. Rank held Sterling Capital Enhanced Core Bond ETF as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.