Montgomery Financial Services LLC Buys Shares of 1,011,169 Sterling Capital Enhanced Bond ETF $SCEC

Montgomery Financial Services LLC purchased a new position in shares of Sterling Capital Enhanced Bond ETF (BATS:SCEC) in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The firm purchased 1,011,169 shares of the company’s stock, valued at approximately $25,315,000. Sterling Capital Enhanced Bond ETF comprises 22.1% of Montgomery Financial Services LLC’s investment portfolio, making the stock its biggest holding. Montgomery Financial Services LLC owned about 0.06% of Sterling Capital Enhanced Bond ETF as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the company. LifePlan Investment Advisors Inc. boosted its stake in shares of Sterling Capital Enhanced Bond ETF by 6.8% in the 2nd quarter. LifePlan Investment Advisors Inc. now owns 9,369 shares of the company’s stock valued at $235,000 after purchasing an additional 593 shares during the last quarter. Cetera Investment Advisers raised its stake in Sterling Capital Enhanced Bond ETF by 9.4% during the first quarter. Cetera Investment Advisers now owns 10,087 shares of the company’s stock worth $253,000 after buying an additional 867 shares during the last quarter. FLP Wealth Management LLC lifted its holdings in Sterling Capital Enhanced Bond ETF by 18.3% in the first quarter. FLP Wealth Management LLC now owns 90,985 shares of the company’s stock valued at $2,282,000 after buying an additional 14,080 shares during the period. Hunter Associates Investment Management LLC acquired a new position in Sterling Capital Enhanced Bond ETF in the first quarter valued at $581,000. Finally, Decker Retirement Planning Inc. boosted its position in Sterling Capital Enhanced Bond ETF by 6.1% during the first quarter. Decker Retirement Planning Inc. now owns 31,287 shares of the company’s stock valued at $785,000 after acquiring an additional 1,807 shares during the last quarter.

Sterling Capital Enhanced Bond ETF Trading Up 0.2%

Shares of Sterling Capital Enhanced Bond ETF stock opened at $24.50 on Friday. The business has a 50-day moving average price of $24.66 and a two-hundred day moving average price of $24.95. Sterling Capital Enhanced Bond ETF has a 1-year low of $24.35 and a 1-year high of $25.75.

Sterling Capital Enhanced Bond ETF Dividend Announcement

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