Truist Financial
SCEP

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
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

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
KCM
Key Capital Management Hendersonville, Tn 37075, Tennessee $194M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
CA
Centennial Advisors Austin, Texas $83.8M AUM

Truist Financial's SCEP Position: Q2 2026 in Review

Truist Financial increased its Sterling Capital Hedged Equity Premium Income ETF (SCEP) stake by 58% in Q2 2026, buying an estimated $2.42M and bringing the position to 267,115 shares worth $6.68M. The position accounts for 0.01% of the portfolio, ranked #789.

Truist Financial first reported a position in SCEP in Q1 2026 and has held it in 2 quarters since. 28 funds tracked by Wall St. Rank hold SCEP as of Q2 2026.

  • Truist Financial held 267,115 shares of Sterling Capital Hedged Equity Premium Income ETF worth $6.68M as of Q2 2026.
  • Truist Financial bought 97,718 Sterling Capital Hedged Equity Premium Income ETF shares in Q2 2026, an estimated $2.42M.
  • Sterling Capital Hedged Equity Premium Income ETF made up 0.01% of Truist Financial's portfolio in Q2 2026, its #789 holding.
  • Truist Financial first reported a position in Sterling Capital Hedged Equity Premium Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 28 funds tracked by Wall St. Rank held Sterling Capital Hedged Equity Premium Income ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.