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Independent Advisor Alliance’s First Trust Structured Credit Income Opportunities ETF SCIO Stock Holding History

Independent Advisor Alliance’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
-27,208
Closed -$562K – 1652
2026
Q1 		$562K Buy
+27,208
New +$566K 0.01% 1067

Other funds holding SCIO

SPG
Strategic Planning Group Bountiful, Utah $918M AUM 37.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
First Trust Advisors
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
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

Independent Advisor Alliance's SCIO Position: Q2 2026 in Review

Independent Advisor Alliance sold out of First Trust Structured Credit Income Opportunities ETF (SCIO) in Q2 2026, closing a stake of 27,208 shares — an estimated $562K sold.

Independent Advisor Alliance first reported a position in SCIO in Q1 2026 and held it in 1 quarter. The position peaked at $562K in Q1 2026. 98 funds tracked by Wall St. Rank hold SCIO as of Q2 2026.

  • Independent Advisor Alliance reported no remaining First Trust Structured Credit Income Opportunities ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 27,208 First Trust Structured Credit Income Opportunities ETF shares in Q2 2026, an estimated $562K.
  • Independent Advisor Alliance first reported a position in First Trust Structured Credit Income Opportunities ETF in Q1 2026 and held it in 1 quarter.
  • Independent Advisor Alliance's First Trust Structured Credit Income Opportunities ETF position peaked at $562K in Q1 2026.
  • 98 funds tracked by Wall St. Rank held First Trust Structured Credit Income Opportunities ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.