Carson Wealth (CWM LLC)’s FS Credit Opportunities Corp FSCO Stock Holding History

Carson Wealth (CWM LLC)’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	$582K	Sell	114,191 -166,795	-59%	-$942K	﹤0.01%	1900
2025 Q4	$1.77M	Buy	280,986 +25,434	+10%	+$163K	﹤0.01%	1199
2025 Q3	$1.77M	Sell	255,552 -27,879	-10%	-$204K	0.01%	1138
2025 Q2	$2.06M	Sell	283,431 -4,720	-2%	-$32.8K	0.01%	936
2025 Q1	$2.03M	Sell	288,151 -7,956	-3%	-$55.3K	0.01%	828
2024 Q4	$2.02M	Buy	296,107 +11,002	+4%	+$73K	0.01%	779
2024 Q3	$1.81M	Sell	285,105 -505	-0.2%	-$3.18K	0.01%	748
2024 Q2	$1.82M	Sell	285,610 -18,319	-6%	-$113K	0.01%	671
2024 Q1	$1.8M	Sell	303,929 -69,993	-19%	-$403K	0.01%	654
2023 Q4	$2.12M	Sell	373,922 -89,085	-19%	-$500K	0.01%	567
2023 Q3	$2.51M	Sell	463,007 -109,254	-19%	-$564K	0.02%	498
2023 Q2	$2.72M	Buy	572,261 +342,178	+149%	+$1.52M	0.02%	464
2023 Q1	$1.02M	Buy	230,083 +105,418	+85%	+$491K	0.01%	658
2022 Q4	$587K	Buy	+124,665	New	+$605K	﹤0.01%	751

Other funds holding FSCO

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

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Carson Wealth (CWM LLC)'s FSCO Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its FS Credit Opportunities Corp (FSCO) stake by 59% in Q1 2026, selling an estimated $942K and leaving 114,191 shares worth $582K. The position accounts for ﹤0.01% of the portfolio, ranked #1900.

Carson Wealth (CWM LLC) first reported a position in FSCO in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.72M in Q2 2023. 276 funds tracked by Wall St. Rank hold FSCO as of Q1 2026.

Carson Wealth (CWM LLC) held 114,191 shares of FS Credit Opportunities Corp worth $582K as of Q1 2026.
Carson Wealth (CWM LLC) sold 166,795 FS Credit Opportunities Corp shares in Q1 2026, an estimated $942K.
FS Credit Opportunities Corp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1900 holding.
Carson Wealth (CWM LLC) first reported a position in FS Credit Opportunities Corp in Q4 2022 and has held it in 14 quarters since.
Carson Wealth (CWM LLC)'s FS Credit Opportunities Corp position peaked at $2.72M in Q2 2023.
276 funds tracked by Wall St. Rank held FS Credit Opportunities Corp as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.