CWM
FSCO

Cadence Wealth Management’s FS Credit Opportunities Corp FSCO Stock Holding History

Cadence Wealth Management’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 		$96.8K Buy
19,395
+650
+3% +$3.26K 0.04% 63
2026
Q1 		$95.6K Buy
18,745
+652
+4% +$3.68K 0.04% 58
2025
Q4 		$114K Buy
18,093
+563
+3% +$3.6K 0.06% 57
2025
Q3 		$121K Buy
17,530
+325
+2% +$2.38K 0.06% 58
2025
Q2 		$125K Hold
17,205
– – 0.08% 51
2025
Q1 		$121K Hold
17,205
– – 0.09% 45
2024
Q4 		$117K Hold
17,205
– – 0.08% 47
2024
Q3 		$109K Hold
17,205
– – 0.09% 45
2024
Q2 		$110K Hold
17,205
– – 0.08% 47
2024
Q1 		$102K Hold
17,205
– – 0.1% 41
2023
Q4 		$97.6K Hold
17,205
– – 0.08% 38
2023
Q3 		$93.3K Hold
17,205
– – 0.08% 39
2023
Q2 		$81.7K Buy
17,205
+5,735
+50% +$25.4K 0.08% 35
2023
Q1 		$50.9K Buy
+11,470
New +$53.4K 0.05% 31

Other funds holding FSCO

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Cadence Wealth Management's FSCO Position: Q2 2026 in Review

Cadence Wealth Management increased its FS Credit Opportunities Corp (FSCO) stake by 3.5% in Q2 2026, buying an estimated $3.26K and bringing the position to 19,395 shares worth $96.8K. The position accounts for 0.04% of the portfolio, ranked #63.

Cadence Wealth Management first reported a position in FSCO in Q1 2023 and has held it in 14 quarters since. The position peaked at $125K in Q2 2025. 261 funds tracked by Wall St. Rank hold FSCO as of Q2 2026.

  • Cadence Wealth Management held 19,395 shares of FS Credit Opportunities Corp worth $96.8K as of Q2 2026.
  • Cadence Wealth Management bought 650 FS Credit Opportunities Corp shares in Q2 2026, an estimated $3.26K.
  • FS Credit Opportunities Corp made up 0.04% of Cadence Wealth Management's portfolio in Q2 2026, its #63 holding.
  • Cadence Wealth Management first reported a position in FS Credit Opportunities Corp in Q1 2023 and has held it in 14 quarters since.
  • Cadence Wealth Management's FS Credit Opportunities Corp position peaked at $125K in Q2 2025.
  • 261 funds tracked by Wall St. Rank held FS Credit Opportunities Corp as of Q2 2026.

Based on Cadence Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.