Truist Financial

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 Q1	$3.99M	Buy	+169,397	New	+$4.15M	0.01%	953

Other funds holding SCEP

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return

B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return

Quest 10 Wealth Builders Fuquay-Varina, Virginia $114M AUM 17.01% 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

Centennial Advisors Austin, Texas $78.6M AUM

Truist Financial's SCEP Position: Q1 2026 in Review

Truist Financial opened a new position in Sterling Capital Hedged Equity Premium Income ETF (SCEP) in Q1 2026: 169,397 shares worth $3.99M. The stake represents 0.01% of the portfolio and ranks #953 among its holdings.

26 funds tracked by Wall St. Rank hold SCEP as of Q1 2026.

Truist Financial held 169,397 shares of Sterling Capital Hedged Equity Premium Income ETF worth $3.99M as of Q1 2026.
Sterling Capital Hedged Equity Premium Income ETF was a new Truist Financial position in Q1 2026.
Sterling Capital Hedged Equity Premium Income ETF made up 0.01% of Truist Financial's portfolio in Q1 2026, its #953 holding.
26 funds tracked by Wall St. Rank held Sterling Capital Hedged Equity Premium Income ETF as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.