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

Independent Wealth Network’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	$1.2M	Sell	60,334 -21,630	-26%	-$443K	0.3%	94
2026 Q2	$1.69M	Buy	81,964 +6,350	+8%	+$131K	0.43%	55
2026 Q1	$1.56M	Buy	+75,614	New	+$1.57M	0.46%	49

Other funds holding SCIO

Ferguson Shapiro Decatur, Georgia $344M AUM 7.89% 1-Year Est. Return

Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.84% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

AWM

Aureum Wealth Management North Palm Beach, Florida $162M AUM 9.8% 1-Year Est. Return

CWA

Centennial Wealth Advisory Traverse City, Michigan $486M AUM 13.83% 1-Year Est. Return

Maia Wealth Denver, Colorado $726M AUM 17.08% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Independent Wealth Network's SCIO Position: Q3 2026 in Review

Independent Wealth Network reduced its First Trust Structured Credit Income Opportunities ETF (SCIO) stake by 26% in Q3 2026, selling an estimated $443K and leaving 60,334 shares worth $1.2M. The position accounts for 0.3% of the portfolio, ranked #94.

Independent Wealth Network first reported a position in SCIO in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.69M in Q2 2026. 20 funds tracked by Wall St. Rank hold SCIO as of Q3 2026.

Independent Wealth Network held 60,334 shares of First Trust Structured Credit Income Opportunities ETF worth $1.2M as of Q3 2026.
Independent Wealth Network sold 21,630 First Trust Structured Credit Income Opportunities ETF shares in Q3 2026, an estimated $443K.
First Trust Structured Credit Income Opportunities ETF made up 0.3% of Independent Wealth Network's portfolio in Q3 2026, its #94 holding.
Independent Wealth Network first reported a position in First Trust Structured Credit Income Opportunities ETF in Q1 2026 and has held it in 3 quarters since.
Independent Wealth Network's First Trust Structured Credit Income Opportunities ETF position peaked at $1.69M in Q2 2026.
20 funds tracked by Wall St. Rank held First Trust Structured Credit Income Opportunities ETF as of Q3 2026.

Based on Independent Wealth Network's 13F filing for Q3 2026, filed 19 Oct 2026.