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

BAM 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 		$449K Buy
21,709
+6,457
+42% +$133K 0.28% 101
2026
Q1 		$315K Buy
+15,252
New +$318K 0.24% 101

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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
UWP
Uniting Wealth Partners Mission, Kansas $492M AUM 30.23% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CW
Channel Wealth Santa Barbara, California $446M AUM 18.1% 1-Year Est. Return
BFA
Brendel Financial Advisors Hanover, New Hampshire $216M AUM 38.85% 1-Year Est. Return

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

BAM Wealth Management increased its First Trust Structured Credit Income Opportunities ETF (SCIO) stake by 42% in Q2 2026, buying an estimated $133K and bringing the position to 21,709 shares worth $449K. The position accounts for 0.28% of the portfolio, ranked #101.

BAM Wealth Management first reported a position in SCIO in Q1 2026 and has held it in 2 quarters since. 61 funds tracked by Wall St. Rank hold SCIO as of Q2 2026.

  • BAM Wealth Management held 21,709 shares of First Trust Structured Credit Income Opportunities ETF worth $449K as of Q2 2026.
  • BAM Wealth Management bought 6,457 First Trust Structured Credit Income Opportunities ETF shares in Q2 2026, an estimated $133K.
  • First Trust Structured Credit Income Opportunities ETF made up 0.28% of BAM Wealth Management's portfolio in Q2 2026, its #101 holding.
  • BAM Wealth Management first reported a position in First Trust Structured Credit Income Opportunities ETF in Q1 2026 and has held it in 2 quarters since.
  • 61 funds tracked by Wall St. Rank held First Trust Structured Credit Income Opportunities ETF as of Q2 2026.

Based on BAM Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.