AWM
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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
Q2 		$289K Buy
+14,028
New +$290K 0.03% 468

Other funds holding SCIO

SPG
Strategic Planning Group Bountiful, Utah $918M AUM 37.38% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
WCM
Winebrenner Capital Management Louisville, Kentucky $164M AUM 12.81% 1-Year Est. Return

Accurate Wealth Management's SCIO Position: Q2 2026 in Review

Accurate Wealth Management opened a new position in First Trust Structured Credit Income Opportunities ETF (SCIO) in Q2 2026: 14,028 shares worth $289K. The stake represents 0.03% of the portfolio and ranks #468 among its holdings.

19 funds tracked by Wall St. Rank hold SCIO as of Q2 2026.

  • Accurate Wealth Management held 14,028 shares of First Trust Structured Credit Income Opportunities ETF worth $289K as of Q2 2026.
  • First Trust Structured Credit Income Opportunities ETF was a new Accurate Wealth Management position in Q2 2026.
  • First Trust Structured Credit Income Opportunities ETF made up 0.03% of Accurate Wealth Management's portfolio in Q2 2026, its #468 holding.
  • 19 funds tracked by Wall St. Rank held First Trust Structured Credit Income Opportunities ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.