AWS
FSCO

Atria Wealth Solutions’s FS Credit Opportunities Corp FSCO Stock Holding History

Atria Wealth Solutions’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
-38,310
Closed -$270K – 1617
2025
Q1 		$270K Sell
38,310
-2,469
-6% -$17.2K ﹤0.01% 1538
2024
Q4 		$278K Sell
40,779
-504
-1% -$3.34K ﹤0.01% 1602
2024
Q3 		$262K Buy
41,283
+4,245
+11% +$26.7K ﹤0.01% 1600
2024
Q2 		$236K Hold
37,038
– – ﹤0.01% 1657
2024
Q1 		$220K Buy
37,038
+2,982
+9% +$17.1K ﹤0.01% 1768
2023
Q4 		$193K Buy
34,056
+12,446
+58% +$69.8K ﹤0.01% 1787
2023
Q3 		$117K Buy
+21,610
New +$112K ﹤0.01% 1766

Other funds holding FSCO

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $495M AUM 8.72% 1-Year Est. Return
VF
Vista Finance Clayton, Missouri $126M AUM 16.18% 1-Year Est. Return
Envestnet Asset Management
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