Allegiance Financial Group Advisory Services’s FS Credit Opportunities Corp FSCO Stock Holding History

Allegiance Financial Group Advisory Services’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	$243K	Sell	47,689 -3,151	-6%	-$17.8K	0.05%	162
2025 Q4	$320K	Hold	50,840	–	–	0.07%	122
2025 Q3	$351K	Sell	50,840 -9,771	-16%	-$71.6K	0.08%	95
2025 Q2	$440K	Hold	60,611	–	–	0.12%	69
2025 Q1	$427K	Hold	60,611	–	–	0.13%	60
2024 Q4	$413K	Hold	60,611	–	–	0.13%	57
2024 Q3	$385K	Buy	60,611 +1,989	+3%	+$12.5K	0.13%	53
2024 Q2	$373K	Buy	58,622 +14,001	+31%	+$86K	0.14%	51
2024 Q1	$265K	Buy	44,621 +7,083	+19%	+$40.7K	0.11%	60
2023 Q4	$213K	Hold	37,538	–	–	0.1%	63
2023 Q3	$203K	Buy	37,538 +1,375	+4%	+$7.1K	0.11%	61
2023 Q2	$172K	Sell	36,163 -11,324	-24%	-$50.2K	0.1%	63
2023 Q1	$211K	Buy	47,487 +24,589	+107%	+$114K	0.16%	61
2022 Q4	$108K	Buy	+22,898	New	+$111K	0.1%	65

Other funds holding FSCO

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

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

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

Arkadios Wealth Advisors Atlanta, Georgia $6.05B AUM 23.41% 1-Year Est. Return

Wagner Wealth Management (South Carolina) Greenville, South Carolina $495M AUM 8.72% 1-Year Est. Return

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