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

CreativeOne Wealth’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	–	Sell	-9,982	Closed	-$206K	–	1294
2026 Q1	$206K	Sell	9,982 -34,881	-78%	-$726K	﹤0.01%	1122
2025 Q4	$933K	Buy	44,863 +3,991	+10%	+$83K	0.02%	577
2025 Q3	$848K	Sell	40,872 -425	-1%	-$8.82K	0.02%	607
2025 Q2	$854K	Buy	+41,297	New	+$844K	0.02%	586

Other funds holding SCIO

SPG

Strategic Planning Group Bountiful, Utah $918M AUM 37.38% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

CICC

Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

LCWM

Legacy Capital Wealth Management The Woodlands, Texas $218M AUM

CreativeOne Wealth's SCIO Position: Q2 2026 in Review

CreativeOne Wealth sold out of First Trust Structured Credit Income Opportunities ETF (SCIO) in Q2 2026, closing a stake of 9,982 shares — an estimated $206K sold.

CreativeOne Wealth first reported a position in SCIO in Q2 2025 and held it in 4 quarters. The position peaked at $933K in Q4 2025. 98 funds tracked by Wall St. Rank hold SCIO as of Q2 2026.

CreativeOne Wealth reported no remaining First Trust Structured Credit Income Opportunities ETF position as of Q2 2026 after selling out during the quarter.
CreativeOne Wealth sold 9,982 First Trust Structured Credit Income Opportunities ETF shares in Q2 2026, an estimated $206K.
CreativeOne Wealth first reported a position in First Trust Structured Credit Income Opportunities ETF in Q2 2025 and held it in 4 quarters.
CreativeOne Wealth's First Trust Structured Credit Income Opportunities ETF position peaked at $933K in Q4 2025.
98 funds tracked by Wall St. Rank held First Trust Structured Credit Income Opportunities ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.