CCWM
FSCO

Cassaday & Co Wealth Management’s FS Credit Opportunities Corp FSCO Stock Holding History

Cassaday & Co 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 		– Sell
-5,469
Closed -$27.9K – 1352
2026
Q1 		$27.9K Buy
+5,469
New +$30.9K ﹤0.01% 731
2023
Q4 		– Sell
-13,614
Closed -$73.8K – 273
2023
Q3 		$73.8K Buy
+13,614
New +$70.3K ﹤0.01% 259

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

Cassaday & Co Wealth Management's FSCO Position: Q2 2026 in Review

Cassaday & Co Wealth Management sold out of FS Credit Opportunities Corp (FSCO) in Q2 2026, closing a stake of 5,469 shares — an estimated $27.9K sold.

Cassaday & Co Wealth Management first reported a position in FSCO in Q3 2023 and held it in 2 quarters. The position peaked at $73.8K in Q3 2023. 261 funds tracked by Wall St. Rank hold FSCO as of Q2 2026.

  • Cassaday & Co Wealth Management reported no remaining FS Credit Opportunities Corp position as of Q2 2026 after selling out during the quarter.
  • Cassaday & Co Wealth Management sold 5,469 FS Credit Opportunities Corp shares in Q2 2026, an estimated $27.9K.
  • Cassaday & Co Wealth Management first reported a position in FS Credit Opportunities Corp in Q3 2023 and held it in 2 quarters.
  • Cassaday & Co Wealth Management's FS Credit Opportunities Corp position peaked at $73.8K in Q3 2023.
  • 261 funds tracked by Wall St. Rank held FS Credit Opportunities Corp as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.