CWM
FSCO

Cornerstone Wealth Management’s FS Credit Opportunities Corp FSCO Stock Holding History

Cornerstone Wealth 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 		$1.54M Sell
301,602
-38,165
-11% -$216K 0.08% 234
2025
Q4 		$2.14M Buy
339,767
+32,085
+10% +$205K 0.11% 174
2025
Q3 		$2.13M Buy
307,682
+6,766
+2% +$49.6K 0.12% 163
2025
Q2 		$2.18M Buy
300,916
+14,610
+5% +$102K 0.13% 146
2025
Q1 		$2.02M Buy
286,306
+24,724
+9% +$172K 0.14% 148
2024
Q4 		$1.78M Buy
261,582
+13,862
+6% +$92K 0.12% 156
2024
Q3 		$1.57M Buy
247,720
+1,687
+0.7% +$10.6K 0.11% 160
2024
Q2 		$1.57M Sell
246,033
-4,836
-2% -$29.7K 0.12% 153
2024
Q1 		$1.49M Buy
250,869
+20,920
+9% +$120K 0.12% 154
2023
Q4 		$1.3M Buy
229,949
+74,545
+48% +$418K 0.11% 159
2023
Q3 		$842K Buy
155,404
+77,582
+100% +$401K 0.08% 215
2023
Q2 		$370K Buy
77,822
+40,241
+107% +$178K 0.03% 359
2023
Q1 		$167K Buy
+37,581
New +$175K 0.02% 456

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