Accurate Wealth Management
SCIO icon

Accurate Wealth Management’s First Trust Structured Credit Income Opportunities ETF SCIO Stock Holding History

Accurate Wealth Management’s Portfolio SCIO Stock Details SCIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$446K Buy
22,297
+8,269
+59% +$169K 0.04% 401
2026
Q2 		$289K Buy
+14,028
New +$290K 0.03% 468

Other funds holding SCIO

FS
Ferguson Shapiro Decatur, Georgia $344M AUM 7.89% 1-Year Est. Return
Capital Investment Counsel (Colorado)
Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.84% 1-Year Est. Return
First Heartland Consultants
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
AWM
Aureum Wealth Management North Palm Beach, Florida $162M AUM 9.8% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $486M AUM 13.83% 1-Year Est. Return
Maia Wealth
Maia Wealth Denver, Colorado $726M AUM 17.08% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Accurate Wealth Management's SCIO Position: Q3 2026 in Review

Accurate Wealth Management increased its First Trust Structured Credit Income Opportunities ETF (SCIO) stake by 59% in Q3 2026, buying an estimated $169K and bringing the position to 22,297 shares worth $446K. The position accounts for 0.04% of the portfolio, ranked #401.

Accurate Wealth Management first reported a position in SCIO in Q2 2026 and has held it in 2 quarters since. 22 funds tracked by Wall St. Rank hold SCIO as of Q3 2026.

  • Accurate Wealth Management held 22,297 shares of First Trust Structured Credit Income Opportunities ETF worth $446K as of Q3 2026.
  • Accurate Wealth Management bought 8,269 First Trust Structured Credit Income Opportunities ETF shares in Q3 2026, an estimated $169K.
  • First Trust Structured Credit Income Opportunities ETF made up 0.04% of Accurate Wealth Management's portfolio in Q3 2026, its #401 holding.
  • Accurate Wealth Management first reported a position in First Trust Structured Credit Income Opportunities ETF in Q2 2026 and has held it in 2 quarters since.
  • 22 funds tracked by Wall St. Rank held First Trust Structured Credit Income Opportunities ETF as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.