CAPTRUST Financial Advisors
FSCO

CAPTRUST Financial Advisors’s FS Credit Opportunities Corp FSCO Stock Holding History

CAPTRUST Financial Advisors’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
Q1 		$302K Sell
59,328
-28,655
-33% -$162K ﹤0.01% 2380
2025
Q4 		$554K Sell
87,983
-51
-0.1% -$326 ﹤0.01% 1835
2025
Q3 		$608K Sell
88,034
-8,705
-9% -$63.8K ﹤0.01% 1696
2025
Q2 		$702K Buy
96,739
+40,234
+71% +$280K ﹤0.01% 1528
2025
Q1 		$398K Sell
56,505
-7,285
-11% -$50.6K ﹤0.01% 1777
2024
Q4 		$435K Sell
63,790
-714
-1% -$4.74K ﹤0.01% 1680
2024
Q3 		$410K Sell
64,504
-15,967
-20% -$101K ﹤0.01% 1695
2024
Q2 		$513K Sell
80,471
-83,332
-51% -$512K ﹤0.01% 1486
2024
Q1 		$971K Sell
163,803
-18,521
-10% -$107K ﹤0.01% 1136
2023
Q4 		$1.03M Sell
182,324
-16,471
-8% -$92.4K ﹤0.01% 1245
2023
Q3 		$1.08M Sell
198,795
-17,100
-8% -$88.3K ﹤0.01% 1170
2023
Q2 		$1.03M Buy
215,895
+12,137
+6% +$53.8K ﹤0.01% 1190
2023
Q1 		$905K Buy
203,758
+72,584
+55% +$338K ﹤0.01% 1094
2022
Q4 		$618K Buy
+131,174
New +$636K ﹤0.01% 1231

Other funds holding FSCO

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.05B AUM 23.41% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $495M AUM 8.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return