AAS
FSCO

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

Avantax 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
2025
Q2 		$12.2M Sell
1,677,372
-244,580
-13% -$1.7M 0.07% 222
2025
Q1 		$13.5M Sell
1,921,952
-22,421
-1% -$156K 0.08% 191
2024
Q4 		$13.3M Buy
1,944,373
+18,020
+0.9% +$120K 0.08% 181
2024
Q3 		$12.2M Buy
1,926,353
+71,634
+4% +$451K 0.08% 182
2024
Q2 		$11.8M Buy
1,854,719
+243,356
+15% +$1.5M 0.08% 181
2024
Q1 		$9.56M Sell
1,611,363
-117,213
-7% -$674K 0.08% 183
2023
Q4 		$9.8M Buy
1,728,576
+1,030,881
+148% +$5.78M 0.1% 168
2023
Q3 		$3.78M Buy
697,695
+283,104
+68% +$1.46M 0.04% 308
2023
Q2 		$1.97M Buy
414,591
+122,664
+42% +$544K 0.02% 458
2023
Q1 		$1.3M Buy
291,927
+82,625
+39% +$385K 0.02% 576
2022
Q4 		$986K Buy
+209,302
New +$1.02M 0.01% 642

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 $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
VF
Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Avantax Advisory Services's FSCO Position: Q2 2025 in Review

Avantax Advisory Services reduced its FS Credit Opportunities Corp (FSCO) stake by 13% in Q2 2025, selling an estimated $1.7M and leaving 1,677,372 shares worth $12.2M. The position accounts for 0.07% of the portfolio, ranked #222.

Avantax Advisory Services first reported a position in FSCO in Q4 2022 and has held it in 11 quarters since. The position peaked at $13.5M in Q1 2025. 279 funds tracked by Wall St. Rank hold FSCO as of Q2 2025.

  • Avantax Advisory Services held 1,677,372 shares of FS Credit Opportunities Corp worth $12.2M as of Q2 2025.
  • Avantax Advisory Services sold 244,580 FS Credit Opportunities Corp shares in Q2 2025, an estimated $1.7M.
  • FS Credit Opportunities Corp made up 0.07% of Avantax Advisory Services's portfolio in Q2 2025, its #222 holding.
  • Avantax Advisory Services first reported a position in FS Credit Opportunities Corp in Q4 2022 and has held it in 11 quarters since.
  • Avantax Advisory Services's FS Credit Opportunities Corp position peaked at $13.5M in Q1 2025.
  • 279 funds tracked by Wall St. Rank held FS Credit Opportunities Corp as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.