CP
FSCO

Castleview Partners’s FS Credit Opportunities Corp FSCO Stock Holding History

Castleview Partners’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 		$2.2M Buy
431,855
+138,677
+47% +$783K 1.13% 18
2025
Q4 		$1.85M Buy
293,178
+182,496
+165% +$1.17M 0.92% 25
2025
Q3 		$765K Buy
110,682
+28,496
+35% +$209K 0.42% 50
2025
Q2 		$597K Buy
82,186
+20,089
+32% +$140K 0.38% 61
2025
Q1 		$438K Sell
62,097
-9,968
-14% -$69.3K 0.3% 89
2024
Q4 		$486K Buy
72,065
+490
+0.7% +$3.25K 0.26% 94
2024
Q3 		$455K Buy
71,575
+65,417
+1,062% +$412K 0.26% 94
2024
Q2 		$39.2K Buy
+6,158
New +$37.8K 0.02% 356

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