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Sterling Capital Funds shares owned by SMART Wealth

Quarter-by-quarter ownership of Sterling Capital Funds (SCEP) shares owned by SMART Wealth from 13F filings

Historical chart of SMART Wealth investment in Sterling Capital Funds

Tip: Access up to 7 years of quarterly data

All positions including Sterling Capital Funds held by SMART Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sterling Capital Funds by SMART Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $586k 25k 23.57

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Pimco Etf Tr Ultra Short Govt (BILZ)
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Vanguard Index Fds S&p 500 Etf Shs (VOO)
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Aim Etf Products Trust Allianzim Us Eqt (SIXO)
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL)
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First Tr Exchng Traded Fd Vi Ft Vest Us Equit (DHDG)
First Tr Exchng Traded Fd Vi Ft Vest Us (DJAN)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)

View all positions for SMART Wealth

Top funds holding Sterling Capital Funds

LifeWealth Investments
Centennial Advisors
SMART Wealth
Susquehanna International
Networth Advisors
FLP Wealth Management
Sterling Capital Management
Sound Income Strategies

View all funds holding Sterling Capital Funds