CIA
FSCO

Concurrent Investment Advisors’s FS Credit Opportunities Corp FSCO Stock Holding History

Concurrent Investment 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 		$119K Sell
23,278
-48,859
-68% -$276K ﹤0.01% 1815
2025
Q4 		$454K Sell
72,137
-14,354
-17% -$91.9K 0.01% 1190
2025
Q3 		$598K Buy
86,491
+796
+0.9% +$5.83K 0.01% 840
2025
Q2 		$622K Buy
85,695
+21,571
+34% +$150K 0.01% 766
2025
Q1 		$452K Sell
64,124
-11,365
-15% -$79K 0.01% 777
2024
Q4 		$515K Buy
75,489
+25
+0% +$166 0.01% 662
2024
Q3 		$479K Buy
75,464
+9,033
+14% +$56.9K 0.01% 634
2024
Q2 		$423K Buy
66,431
+10,386
+19% +$63.8K 0.01% 642
2024
Q1 		$332K Sell
56,045
-7,929
-12% -$45.6K 0.01% 651
2023
Q4 		$363K Buy
+63,974
New +$359K 0.02% 586

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