Apella Capital’s FS Credit Opportunities Corp FSCO Stock Holding History

Apella Capital’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	$73.5K	Hold	14,991	–	–	﹤0.01%	695
2026 Q1	$78.6K	Buy	+14,991	New	+$84.7K	﹤0.01%	667
2024 Q4	–	Sell	-10,815	Closed	-$69.7K	–	348
2024 Q3	$69.7K	Hold	10,815	–	–	﹤0.01%	318
2024 Q2	$70.1K	Hold	10,815	–	–	﹤0.01%	305
2024 Q1	$64.1K	Hold	10,815	–	–	﹤0.01%	291
2023 Q4	$60.6K	Hold	10,815	–	–	﹤0.01%	289
2023 Q3	$58.6K	Buy	10,815 +81	+0.8%	+$418	﹤0.01%	257
2023 Q2	$51K	Buy	+10,734	New	+$47.6K	﹤0.01%	255

Other funds holding FSCO

Noble Wealth Management PBC Greenwood Village, Colorado $219M AUM 16.47% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Miller Global Investments Dallas, Texas $121M AUM

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return