AE Wealth Management LLC Reduces Stake in Sterling Capital Enhanced Bond ETF $SCEC

AE Wealth Management LLC cut its stake in Sterling Capital Enhanced Bond ETF (NYSEARCA:SCEC) by 1.7% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 5,162,037 shares of the company’s stock after selling 86,658 shares during the quarter. Sterling Capital Enhanced Bond ETF comprises approximately 0.8% of AE Wealth Management LLC’s investment portfolio, making the stock its 18th biggest position. AE Wealth Management LLC owned about 27.53% of Sterling Capital Enhanced Bond ETF worth $131,529,000 at the end of the most recent reporting period.

Several other institutional investors have also modified their holdings of SCEC. Truist Financial Corp purchased a new stake in shares of Sterling Capital Enhanced Bond ETF in the third quarter valued at about $289,000. Kingdom Financial Group LLC. boosted its holdings in Sterling Capital Enhanced Bond ETF by 2.7% in the 3rd quarter. Kingdom Financial Group LLC. now owns 1,785,535 shares of the company’s stock valued at $45,495,000 after purchasing an additional 46,522 shares during the last quarter. Root Financial Partners LLC purchased a new stake in shares of Sterling Capital Enhanced Bond ETF in the 3rd quarter valued at approximately $71,000. FWG Investments LLC. grew its stake in shares of Sterling Capital Enhanced Bond ETF by 5.3% in the 3rd quarter. FWG Investments LLC. now owns 249,869 shares of the company’s stock valued at $6,367,000 after buying an additional 12,605 shares during the period. Finally, Decker Retirement Planning Inc. increased its holdings in shares of Sterling Capital Enhanced Bond ETF by 20.4% during the 3rd quarter. Decker Retirement Planning Inc. now owns 29,413 shares of the company’s stock worth $749,000 after buying an additional 4,986 shares during the last quarter.

Sterling Capital Enhanced Bond ETF Stock Down 0.2%

SCEC stock opened at $25.38 on Thursday. Sterling Capital Enhanced Bond ETF has a one year low of $24.44 and a one year high of $25.75. The firm’s 50 day moving average price is $25.43 and its 200-day moving average price is $25.39.

Sterling Capital Enhanced Bond ETF Profile

The Sterling Capital Enhanced Core Bond ETF (SCEC) is an exchange-traded fund that mostly invests in broad credit fixed income. The fund is actively managed, focusing on a diversified fixed income portfolio, which includes investment-grade and high-yield, USD-denominated bonds. The fund aims for a high level of current income and a competitive total return. SCEC was launched on Mar 14, 2025 and is issued by Sterling Capital.