Rothschild Wealth LLC
Position in SCEP — Sterling Capital Hedged Equity Premium Income ETF
CIK 1811345
OAK BROOK, IL
Position in SCEP
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$237,400
+$12,580 QoQ
Shares Held
9,496
-0.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#5
of 8 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SCEP Over Time
Shares Held
Position Value (USD)
All Filings in SCEP
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $237,400 | 9,496 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $224,820 | 9,538 | Shares | Sole | 2026-05-06 | |
| No filing history on record for this holder in this stock. | ||||||