Montgomery Financial Services LLC
Position in SCEP — Sterling Capital Hedged Equity Premium Income ETF
CIK 2149844
OCEAN CITY, MD
Position in SCEP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$139,025
New position
Shares Held
5,561
first reported quarter
Ownership
—
of shares outstanding
% of Portfolio
1.92%
of 13F equity value
Holder Rank
#7
of 8 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
All Filings in SCEP
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $139,025 | 5,561 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||