AssetMark Inc
SCIO icon

AssetMark Inc’s First Trust Structured Credit Income Opportunities ETF SCIO Stock Holding History

AssetMark Inc’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 		$1.53M Buy
76,592
+11,728
+18% +$240K ﹤0.01% 1011
2026
Q2 		$1.34M Buy
+64,864
New +$1.34M ﹤0.01% 1033

Other funds holding SCIO

Ferguson Shapiro
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
TIM
Total Investment Management Scottsdale, Arizona $1.03B AUM 10.97% 1-Year Est. Return
Strategic Planning Group
Strategic Planning Group Bountiful, Utah $965M AUM 26.84% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Beaumont Financial Advisors
Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 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

AssetMark Inc's SCIO Position: Q3 2026 in Review

AssetMark Inc increased its First Trust Structured Credit Income Opportunities ETF (SCIO) stake by 18% in Q3 2026, buying an estimated $240K and bringing the position to 76,592 shares worth $1.53M. The position accounts for ﹤0.01% of the portfolio, ranked #1011.

AssetMark Inc first reported a position in SCIO in Q2 2026 and has held it in 2 quarters since. 50 funds tracked by Wall St. Rank hold SCIO as of Q3 2026.

  • AssetMark Inc held 76,592 shares of First Trust Structured Credit Income Opportunities ETF worth $1.53M as of Q3 2026.
  • AssetMark Inc bought 11,728 First Trust Structured Credit Income Opportunities ETF shares in Q3 2026, an estimated $240K.
  • First Trust Structured Credit Income Opportunities ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1011 holding.
  • AssetMark Inc first reported a position in First Trust Structured Credit Income Opportunities ETF in Q2 2026 and has held it in 2 quarters since.
  • 50 funds tracked by Wall St. Rank held First Trust Structured Credit Income Opportunities ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.