CA
FSCO

Clearstead Advisors’s FS Credit Opportunities Corp FSCO Stock Holding History

Clearstead 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 		$20.3K Hold
3,987
– – ﹤0.01% 1453
2025
Q4 		$25.1K Hold
3,987
– – ﹤0.01% 1645
2025
Q3 		$27.6K Hold
3,987
– – ﹤0.01% 1496
2025
Q2 		$28.9K Hold
3,987
– – ﹤0.01% 1476
2025
Q1 		$28.1K Hold
3,987
– – ﹤0.01% 1321
2024
Q4 		$27.2K Hold
3,987
– – ﹤0.01% 1298
2024
Q3 		$25.3K Hold
3,987
– – ﹤0.01% 1361
2024
Q2 		$25.4K Hold
3,987
– – ﹤0.01% 1314
2024
Q1 		$24.6K Hold
3,987
– – ﹤0.01% 907
2023
Q4 		$22.6K Sell
3,987
-3,987
-50% -$22.4K ﹤0.01% 918
2023
Q3 		$43.2K Buy
7,974
+3,987
+100% +$20.6K ﹤0.01% 901
2023
Q2 		$18.9K Buy
3,987
+1,329
+50% +$5.89K ﹤0.01% 906
2023
Q1 		$11.8K Buy
2,658
+1,329
+100% +$6.18K ﹤0.01% 929
2022
Q4 		$6.26K Buy
+1,329
New +$6.45K ﹤0.01% 962

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