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

Truist Financial’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 		$6.09M Sell
245,777
-21,338
-8% -$532K 0.01% 842
2026
Q2 		$6.68M Buy
267,115
+97,718
+58% +$2.42M 0.01% 789
2026
Q1 		$3.99M Buy
+169,397
New +$4.15M 0.01% 953

Other funds holding SCEP

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
Centennial Advisors
Centennial Advisors Austin, Texas $83.7M AUM 9.53% 1-Year Est. Return
Raleigh Capital Management
Raleigh Capital Management Cary, North Carolina $322M AUM 16.27% 1-Year Est. Return
BWG
Boomfish Wealth Group Alpharetta, Georgia $231M AUM 21.59% 1-Year Est. Return
Evolution Wealth Management
Evolution Wealth Management Fort Myers, Florida $174M AUM 13.3% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Truist Financial's SCEP Position: Q3 2026 in Review

Truist Financial reduced its Sterling Capital Hedged Equity Premium Income ETF (SCEP) stake by 8% in Q3 2026, selling an estimated $532K and leaving 245,777 shares worth $6.09M. The position accounts for 0.01% of the portfolio, ranked #842.

Truist Financial first reported a position in SCEP in Q1 2026 and has held it in 3 quarters since. The position peaked at $6.68M in Q2 2026. 9 funds tracked by Wall St. Rank hold SCEP as of Q3 2026.

  • Truist Financial held 245,777 shares of Sterling Capital Hedged Equity Premium Income ETF worth $6.09M as of Q3 2026.
  • Truist Financial sold 21,338 Sterling Capital Hedged Equity Premium Income ETF shares in Q3 2026, an estimated $532K.
  • Sterling Capital Hedged Equity Premium Income ETF made up 0.01% of Truist Financial's portfolio in Q3 2026, its #842 holding.
  • Truist Financial first reported a position in Sterling Capital Hedged Equity Premium Income ETF in Q1 2026 and has held it in 3 quarters since.
  • Truist Financial's Sterling Capital Hedged Equity Premium Income ETF position peaked at $6.68M in Q2 2026.
  • 9 funds tracked by Wall St. Rank held Sterling Capital Hedged Equity Premium Income ETF as of Q3 2026.

Based on Truist Financial's 13F filing for Q3 2026, filed 30 Oct 2026.