PJWM
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Philip James Wealth Mangement’s First Trust Structured Credit Income Opportunities ETF SCIO Stock Holding History

Philip James Wealth Mangement’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
Q1 		$2M Sell
97,046
-48,881
-33% -$1.02M 0.23% 64
2025
Q4 		$3.04M Sell
145,927
-2,652
-2% -$55.2K 0.35% 60
2025
Q3 		$3.08M Buy
+148,579
New +$3.08M 0.36% 56

Other funds holding SCIO

SPG
Strategic Planning Group Bountiful, Utah $918M AUM 37.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
LCWM
Legacy Capital Wealth Management The Woodlands, Texas $174M AUM
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 $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Philip James Wealth Mangement's SCIO Position: Q1 2026 in Review

Philip James Wealth Mangement reduced its First Trust Structured Credit Income Opportunities ETF (SCIO) stake by 33% in Q1 2026, selling an estimated $1.02M and leaving 97,046 shares worth $2M. The position accounts for 0.23% of the portfolio, ranked #64.

Philip James Wealth Mangement first reported a position in SCIO in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.08M in Q3 2025. 80 funds tracked by Wall St. Rank hold SCIO as of Q1 2026.

  • Philip James Wealth Mangement held 97,046 shares of First Trust Structured Credit Income Opportunities ETF worth $2M as of Q1 2026.
  • Philip James Wealth Mangement sold 48,881 First Trust Structured Credit Income Opportunities ETF shares in Q1 2026, an estimated $1.02M.
  • First Trust Structured Credit Income Opportunities ETF made up 0.23% of Philip James Wealth Mangement's portfolio in Q1 2026, its #64 holding.
  • Philip James Wealth Mangement first reported a position in First Trust Structured Credit Income Opportunities ETF in Q3 2025 and has held it in 3 quarters since.
  • Philip James Wealth Mangement's First Trust Structured Credit Income Opportunities ETF position peaked at $3.08M in Q3 2025.
  • 80 funds tracked by Wall St. Rank held First Trust Structured Credit Income Opportunities ETF as of Q1 2026.

Based on Philip James Wealth Mangement's 13F filing for Q1 2026, filed 28 Apr 2026.