AWM
FSCO

AE Wealth Management’s FS Credit Opportunities Corp FSCO Stock Holding History

AE Wealth Management’s Portfolio FSCO Stock Details FSCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$132K Buy
25,942
+1
+0% +$6 ﹤0.01% 1714
2025
Q4 		$163K Sell
25,941
-1,352
-5% -$8.65K ﹤0.01% 1563
2025
Q3 		$189K Buy
27,293
+5,472
+25% +$40.1K ﹤0.01% 1416
2025
Q2 		$158K Buy
21,821
+6,099
+39% +$42.4K ﹤0.01% 1366
2025
Q1 		$111K Sell
15,722
-1,880
-11% -$13.1K ﹤0.01% 1414
2024
Q4 		$120K Sell
17,602
-6,815
-28% -$45.2K ﹤0.01% 1390
2024
Q3 		$155K Buy
24,417
+2,084
+9% +$13.1K ﹤0.01% 1195
2024
Q2 		$142K Buy
22,333
+252
+1% +$1.55K ﹤0.01% 1186
2024
Q1 		$131K Sell
22,081
-343,872
-94% -$1.98M ﹤0.01% 1111
2023
Q4 		$2.12M Buy
365,953
+34,405
+10% +$193K 0.01% 885
2023
Q3 		$1.8M Buy
331,548
+39,551
+14% +$204K 0.01% 888
2023
Q2 		$1.39M Buy
291,997
+77,130
+36% +$342K 0.01% 962
2023
Q1 		$954K Buy
214,867
+123,317
+135% +$574K 0.01% 1066
2022
Q4 		$433K Buy
+91,550
New +$444K ﹤0.01% 1366

Other funds holding FSCO

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.05B AUM 23.41% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $495M AUM 8.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return