Aspen Wealth Strategies’s FS Credit Opportunities Corp FSCO Stock Holding History

Aspen Wealth Strategies’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
2025 Q2	–	Sell	-11,138	Closed	-$78.5K	–	85
2025 Q1	$78.5K	Sell	11,138 -2,918	-21%	-$20.3K	0.05%	83
2024 Q4	$95.9K	Hold	14,056	–	–	0.06%	80
2024 Q3	$89.3K	Hold	14,056	–	–	0.06%	81
2024 Q2	$90.1K	Hold	14,056	–	–	0.06%	73
2024 Q1	$83.4K	Hold	14,056	–	–	0.06%	76
2023 Q4	$79.7K	Sell	14,056 -1,805	-11%	-$10.1K	0.06%	78
2023 Q3	$86K	Hold	15,861	–	–	0.07%	75
2023 Q2	$75.3K	Buy	15,861 +5,287	+50%	+$23.4K	0.06%	75
2023 Q1	$46.9K	Buy	+10,574	New	+$49.2K	0.04%	78

Other funds holding FSCO

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

TJHA

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WWMSC

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

Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Aspen Wealth Strategies's FSCO Position: Q2 2025 in Review

Aspen Wealth Strategies sold out of FS Credit Opportunities Corp (FSCO) in Q2 2025, closing a stake of 11,138 shares — an estimated $78.5K sold.

Aspen Wealth Strategies first reported a position in FSCO in Q1 2023 and held it in 9 quarters. The position peaked at $95.9K in Q4 2024. 279 funds tracked by Wall St. Rank hold FSCO as of Q2 2025.

Aspen Wealth Strategies reported no remaining FS Credit Opportunities Corp position as of Q2 2025 after selling out during the quarter.
Aspen Wealth Strategies sold 11,138 FS Credit Opportunities Corp shares in Q2 2025, an estimated $78.5K.
Aspen Wealth Strategies first reported a position in FS Credit Opportunities Corp in Q1 2023 and held it in 9 quarters.
Aspen Wealth Strategies's FS Credit Opportunities Corp position peaked at $95.9K in Q4 2024.
279 funds tracked by Wall St. Rank held FS Credit Opportunities Corp as of Q2 2025.

Based on Aspen Wealth Strategies's 13F filing for Q2 2025, filed 7 Aug 2025.