AE Wealth Management LLC Grows Position in Sterling Capital Enhanced Bond ETF $SCEC

AE Wealth Management LLC lifted its stake in Sterling Capital Enhanced Bond ETF (BATS:SCEC) by 2.3% during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 5,279,478 shares of the company’s stock after buying an additional 117,441 shares during the quarter. Sterling Capital Enhanced Bond ETF makes up about 0.8% of AE Wealth Management LLC’s investment portfolio, making the stock its 20th largest position. AE Wealth Management LLC owned about 20.98% of Sterling Capital Enhanced Bond ETF worth $133,861,000 as of its most recent filing with the SEC.

Other hedge funds have also recently modified their holdings of the company. Kingdom Financial Group LLC. increased its position in Sterling Capital Enhanced Bond ETF by 2.7% during the third quarter. Kingdom Financial Group LLC. now owns 1,785,535 shares of the company’s stock valued at $45,495,000 after acquiring an additional 46,522 shares during the last quarter. CWA Asset Management Group LLC increased its position in Sterling Capital Enhanced Bond ETF by 10.5% during the fourth quarter. CWA Asset Management Group LLC now owns 1,563,997 shares of the company’s stock valued at $39,655,000 after acquiring an additional 148,757 shares during the last quarter. Howard Bailey Securities LLC increased its position in Sterling Capital Enhanced Bond ETF by 1.1% during the third quarter. Howard Bailey Securities LLC now owns 893,019 shares of the company’s stock valued at $22,754,000 after acquiring an additional 9,377 shares during the last quarter. Key Capital Management INC bought a new position in Sterling Capital Enhanced Bond ETF during the fourth quarter valued at $17,702,000. Finally, LifeWealth Investments LLC increased its position in Sterling Capital Enhanced Bond ETF by 13.8% during the third quarter. LifeWealth Investments LLC now owns 533,328 shares of the company’s stock valued at $13,589,000 after acquiring an additional 64,646 shares during the last quarter.

Sterling Capital Enhanced Bond ETF Stock Performance

BATS SCEC opened at $25.14 on Friday. The company’s 50-day moving average price is $25.26 and its 200-day moving average price is $25.40. Sterling Capital Enhanced Bond ETF has a 12 month low of $24.65 and a 12 month high of $25.75.

About Sterling Capital Enhanced Bond ETF

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.