Aspire Private Capital’s FS KKR Capital FSK Stock Holding History

Aspire Private Capital’s Portfolio FSK Stock Details FSK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-863	Closed	-$17K	–	336
2024 Q3	$17K	Hold	863	–	–	﹤0.01%	322
2024 Q2	$17K	Hold	863	–	–	﹤0.01%	331
2024 Q1	$16.5K	Hold	863	–	–	﹤0.01%	343
2023 Q4	$17.2K	Hold	863	–	–	0.01%	335
2023 Q3	$17K	Hold	863	–	–	0.01%	335
2023 Q2	$16.6K	Hold	863	–	–	0.01%	319
2023 Q1	$16K	Hold	863	–	–	0.01%	314
2022 Q4	$15.1K	Hold	863	–	–	0.01%	317
2022 Q3	$15K	Hold	863	–	–	0.01%	303
2022 Q2	$17K	Hold	863	–	–	0.01%	290
2022 Q1	$20K	Hold	863	–	–	0.01%	281
2021 Q4	$18K	Hold	863	–	–	0.01%	292
2021 Q3	$19K	Hold	863	–	–	0.01%	269
2021 Q2	$19K	Buy	+863	New	+$18.5K	0.01%	282

Other funds holding FSK

VanEck Associates

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Commonwealth Equity Services

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Legal & General Group

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Cambridge Investment Research Advisors

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

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Cura Wealth Advisors Chicago, Illinois $223M AUM 1.48% 1-Year Est. Return

Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return