Consolidated Planning Corp’s FS Credit Opportunities Corp FSCO Stock Holding History

Consolidated Planning Corp’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 Q3	$124K	Buy	23,998 +13,452	+128%	+$68.2K	0.02%	185
2026 Q2	$52.6K	Hold	10,546	–	–	0.01%	159
2026 Q1	$53.8K	Hold	10,546	–	–	0.01%	144
2025 Q4	$66.4K	Hold	10,546	–	–	0.01%	207
2025 Q3	$72.9K	Hold	10,546	–	–	0.01%	191
2025 Q2	$76.6K	Hold	10,546	–	–	0.01%	184
2025 Q1	$74.3K	Hold	10,546	–	–	0.01%	182
2024 Q4	$71.9K	Hold	10,546	–	–	0.01%	197
2024 Q3	$67K	Hold	10,546	–	–	0.01%	196
2024 Q2	$67.2K	Hold	10,546	–	–	0.01%	184
2024 Q1	$62.5K	Hold	10,546	–	–	0.01%	182
2023 Q4	$59.8K	Hold	10,546	–	–	0.01%	169
2023 Q3	$57.2K	Hold	10,546	–	–	0.01%	156
2023 Q2	$50.1K	Buy	+10,546	New	+$46.7K	0.01%	160

Other funds holding FSCO

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $573M AUM 5.65% 1-Year Est. Return

Sit Investment Associates Minneapolis, Minnesota $5.22B AUM 5.92% 1-Year Est. Return

Thomas J. Herzfeld Advisors Miami Beach, Florida $286M AUM 7.72% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Rockefeller Capital Management New York $68.5B AUM 24.33% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $36.2B AUM 20.53% 1-Year Est. Return

Consolidated Planning Corp's FSCO Position: Q3 2026 in Review

Consolidated Planning Corp increased its FS Credit Opportunities Corp (FSCO) stake by 128% in Q3 2026, buying an estimated $68.2K and bringing the position to 23,998 shares worth $124K. The position accounts for 0.02% of the portfolio, ranked #185.

Consolidated Planning Corp first reported a position in FSCO in Q2 2023 and has held it in 14 quarters since. 231 funds tracked by Wall St. Rank hold FSCO as of Q3 2026.

Consolidated Planning Corp held 23,998 shares of FS Credit Opportunities Corp worth $124K as of Q3 2026.
Consolidated Planning Corp bought 13,452 FS Credit Opportunities Corp shares in Q3 2026, an estimated $68.2K.
FS Credit Opportunities Corp made up 0.02% of Consolidated Planning Corp's portfolio in Q3 2026, its #185 holding.
Consolidated Planning Corp first reported a position in FS Credit Opportunities Corp in Q2 2023 and has held it in 14 quarters since.
231 funds tracked by Wall St. Rank held FS Credit Opportunities Corp as of Q3 2026.

Based on Consolidated Planning Corp's 13F filing for Q3 2026, filed 21 Oct 2026.