1,011,169 Shares in Sterling Capital Enhanced Bond ETF $SCEC Acquired by Montgomery Financial Services LLC

Montgomery Financial Services LLC bought a new position in shares of Sterling Capital Enhanced Bond ETF (BATS:SCEC) during the second quarter, according to its most recent Form 13F filing with the SEC. The fund bought 1,011,169 shares of the company’s stock, valued at approximately $25,315,000. Sterling Capital Enhanced Bond ETF comprises about 22.1% of Montgomery Financial Services LLC’s portfolio, making the stock its biggest holding. Montgomery Financial Services LLC owned 6.17% of Sterling Capital Enhanced Bond ETF at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. Harbour Investments Inc. bought a new position in shares of Sterling Capital Enhanced Bond ETF during the fourth quarter valued at $45,000. Cetera Investment Advisers bought a new stake in shares of Sterling Capital Enhanced Bond ETF in the second quarter worth $211,000. LifePlan Investment Advisors Inc. grew its stake in shares of Sterling Capital Enhanced Bond ETF by 6.8% in the second quarter. LifePlan Investment Advisors Inc. now owns 9,369 shares of the company’s stock worth $235,000 after purchasing an additional 593 shares during the last quarter. CreativeOne Wealth LLC bought a new stake in shares of Sterling Capital Enhanced Bond ETF in the third quarter worth $310,000. Finally, Jane Street Group LLC acquired a new stake in Sterling Capital Enhanced Bond ETF in the second quarter valued at $393,000.

Sterling Capital Enhanced Bond ETF Stock Up 0.2%

Shares of BATS:SCEC opened at $24.50 on Friday. Sterling Capital Enhanced Bond ETF has a 12-month low of $24.35 and a 12-month high of $25.75. The business has a fifty day simple moving average of $24.66 and a 200 day simple moving average of $24.95.

Sterling Capital Enhanced Bond ETF Announces Dividend

The business also recently declared a monthly dividend, which was paid on Thursday, September 3rd. Shareholders of record on Tuesday, September 1st were given a $0.0963 dividend. This represents a c) dividend on an annualized basis and a dividend yield of 4.7%. The ex-dividend date was Tuesday, September 1st.

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.