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Annex Advisory Services’s FS Credit Opportunities Corp FSCO Stock Holding History

Annex 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
Q2 		– Sell
-38,724
Closed -$197K – 372
2026
Q1 		$197K Hold
38,724
– – ﹤0.01% 366
2025
Q4 		$244K Buy
+38,724
New +$248K ﹤0.01% 317

Other funds holding FSCO

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Annex Advisory Services's FSCO Position: Q2 2026 in Review

Annex Advisory Services sold out of FS Credit Opportunities Corp (FSCO) in Q2 2026, closing a stake of 38,724 shares — an estimated $197K sold.

Annex Advisory Services first reported a position in FSCO in Q4 2025 and held it in 2 quarters. The position peaked at $244K in Q4 2025. 262 funds tracked by Wall St. Rank hold FSCO as of Q2 2026.

  • Annex Advisory Services reported no remaining FS Credit Opportunities Corp position as of Q2 2026 after selling out during the quarter.
  • Annex Advisory Services sold 38,724 FS Credit Opportunities Corp shares in Q2 2026, an estimated $197K.
  • Annex Advisory Services first reported a position in FS Credit Opportunities Corp in Q4 2025 and held it in 2 quarters.
  • Annex Advisory Services's FS Credit Opportunities Corp position peaked at $244K in Q4 2025.
  • 262 funds tracked by Wall St. Rank held FS Credit Opportunities Corp as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.