Concourse Financial Group Securities’s FS Credit Opportunities Corp FSCO Stock Holding History

Concourse Financial Group Securities’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
2025 Q1	–	Sell	-95,397	Closed	-$677K	–	765
2024 Q4	$677K	Sell	95,397 -4,250	-4%	-$28.2K	0.04%	410
2024 Q3	$633K	Sell	99,647 -1,881	-2%	-$11.9K	0.04%	405
2024 Q2	$647K	Hold	101,528	–	–	0.04%	382
2024 Q1	$602K	Sell	101,528 -4,250	-4%	-$24.4K	0.04%	405
2023 Q4	$602K	Buy	105,778 +80,891	+325%	+$454K	0.04%	397
2023 Q3	$135K	Buy	24,887 +13,526	+119%	+$69.9K	0.01%	745
2023 Q2	$54K	Buy	11,361 +2,229	+24%	+$9.88K	﹤0.01%	1066
2023 Q1	$40.5K	Buy	9,132 +294	+3%	+$1.37K	﹤0.01%	1183
2022 Q4	$41.6K	Buy	+8,838	New	+$42.9K	﹤0.01%	1157

Other funds holding FSCO

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

WWMSC

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

Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Concourse Financial Group Securities's FSCO Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of FS Credit Opportunities Corp (FSCO) in Q1 2025, closing a stake of 95,397 shares — an estimated $677K sold.

Concourse Financial Group Securities first reported a position in FSCO in Q4 2022 and held it in 9 quarters. The position peaked at $677K in Q4 2024. 264 funds tracked by Wall St. Rank hold FSCO as of Q1 2025.

Concourse Financial Group Securities reported no remaining FS Credit Opportunities Corp position as of Q1 2025 after selling out during the quarter.
Concourse Financial Group Securities sold 95,397 FS Credit Opportunities Corp shares in Q1 2025, an estimated $677K.
Concourse Financial Group Securities first reported a position in FS Credit Opportunities Corp in Q4 2022 and held it in 9 quarters.
Concourse Financial Group Securities's FS Credit Opportunities Corp position peaked at $677K in Q4 2024.
264 funds tracked by Wall St. Rank held FS Credit Opportunities Corp as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.