CAM
FSCO

Concorde Asset Management’s FS Credit Opportunities Corp FSCO Stock Holding History

Concorde Asset 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
Q1 		$799K Buy
156,674
+11,521
+8% +$65.1K 0.39% 57
2025
Q4 		$914K Buy
145,153
+3,515
+2% +$22.5K 0.37% 53
2025
Q3 		$958K Buy
+141,638
New +$1.04M 0.4% 53
2025
Q1 		$979K Buy
146,789
+6,200
+4% +$43.1K 0.53% 23
2024
Q4 		$959K Buy
140,589
+13,500
+11% +$89.5K 0.5% 35
2024
Q3 		$807K Buy
127,089
+29,000
+30% +$183K 0.46% 35
2024
Q2 		$625K Buy
98,089
+80,400
+455% +$494K 0.39% 41
2024
Q1 		$105K Sell
17,689
-17
-0.1% -$98 0.07% 133
2023
Q4 		$100K Buy
17,706
+17
+0.1% +$95 0.07% 157
2023
Q3 		$95.9K Sell
17,689
-21,245
-55% -$110K 0.09% 139
2023
Q2 		$185K Buy
38,934
+23,643
+155% +$105K 0.17% 120
2023
Q1 		$67.9K Buy
+15,291
New +$71.2K 0.08% 78

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