UBS Group
SCEC

UBS Group’s Sterling Capital Enhanced Core Bond ETF SCEC Stock Holding History

UBS Group’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 		$16.1K Buy
+641
New +$16.2K ﹤0.01% 8086
2025
Q4 		– Sell
-54
Closed -$1.38K – 11492
2025
Q3 		$1.38K Sell
54
-151
-74% -$3.81K ﹤0.01% 9362
2025
Q2 		$5.18K Buy
+205
New +$5.12K ﹤0.01% 9201

Other funds holding SCEC

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
KFG
Kingdom Financial Group Peoria, Arizona $349M AUM 12.25% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return
KCM
Key Capital Management Hendersonville, Tn 37075, Tennessee $151M AUM
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return
FI
FWG Investments Lexington, Kentucky $157M AUM 15.2% 1-Year Est. Return
GWMIA
Global Wealth Management Investment Advisory Fort Lauderdale, Florida $638M AUM 17.53% 1-Year Est. Return
Q1WB
Quest 10 Wealth Builders Fuquay-Varina, Virginia $114M AUM 17.01% 1-Year Est. Return

UBS Group's SCEC Position: Q1 2026 in Review

UBS Group opened a new position in Sterling Capital Enhanced Core Bond ETF (SCEC) in Q1 2026: 641 shares worth $16.1K. The stake represents ﹤0.01% of the portfolio and ranks #8086 among its holdings. This is a return to the name: UBS Group previously reported a position in SCEC as recently as Q3 2025.

UBS Group first reported a position in SCEC in Q2 2025 and has held it in 3 quarters since. 31 funds tracked by Wall St. Rank hold SCEC as of Q1 2026.

  • UBS Group held 641 shares of Sterling Capital Enhanced Core Bond ETF worth $16.1K as of Q1 2026.
  • Sterling Capital Enhanced Core Bond ETF was a new UBS Group position in Q1 2026.
  • Sterling Capital Enhanced Core Bond ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #8086 holding.
  • UBS Group first reported a position in Sterling Capital Enhanced Core Bond ETF in Q2 2025 and has held it in 3 quarters since.
  • 31 funds tracked by Wall St. Rank held Sterling Capital Enhanced Core Bond ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.