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
Q2 		$1.87M Sell
90,246
-6,800
-7% -$141K 0.21% 69
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 $1.89T 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

Philip James Wealth Mangement's SCIO Position: Q2 2026 in Review

Philip James Wealth Mangement reduced its First Trust Structured Credit Income Opportunities ETF (SCIO) stake by 7% in Q2 2026, selling an estimated $141K and leaving 90,246 shares worth $1.87M. The position accounts for 0.21% of the portfolio, ranked #69.

Philip James Wealth Mangement first reported a position in SCIO in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.08M in Q3 2025. 98 funds tracked by Wall St. Rank hold SCIO as of Q2 2026.

  • Philip James Wealth Mangement held 90,246 shares of First Trust Structured Credit Income Opportunities ETF worth $1.87M as of Q2 2026.
  • Philip James Wealth Mangement sold 6,800 First Trust Structured Credit Income Opportunities ETF shares in Q2 2026, an estimated $141K.
  • First Trust Structured Credit Income Opportunities ETF made up 0.21% of Philip James Wealth Mangement's portfolio in Q2 2026, its #69 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 4 quarters since.
  • Philip James Wealth Mangement's First Trust Structured Credit Income Opportunities ETF position peaked at $3.08M in Q3 2025.
  • 98 funds tracked by Wall St. Rank held First Trust Structured Credit Income Opportunities ETF as of Q2 2026.

Based on Philip James Wealth Mangement's 13F filing for Q2 2026, filed 27 Jul 2026.