Creative Planning
FSCO

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

Creative Planning’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
Q2 		$619K Sell
124,102
-16,594
-12% -$83.3K ﹤0.01% 3026
2026
Q1 		$718K Buy
140,696
+1,167
+0.8% +$6.59K ﹤0.01% 2741
2025
Q4 		$879K Buy
139,529
+15,225
+12% +$97.5K ﹤0.01% 2386
2025
Q3 		$859K Buy
124,304
+12,597
+11% +$92.3K ﹤0.01% 2257
2025
Q2 		$811K Sell
111,707
-3,180
-3% -$22.1K ﹤0.01% 2040
2025
Q1 		$810K Sell
114,887
-662
-0.6% -$4.6K ﹤0.01% 1888
2024
Q4 		$788K Sell
115,549
-438
-0.4% -$2.9K ﹤0.01% 1845
2024
Q3 		$737K Sell
115,987
-1,488
-1% -$9.38K ﹤0.01% 1774
2024
Q2 		$748K Buy
117,475
+2,816
+2% +$17.3K ﹤0.01% 1626
2024
Q1 		$680K Sell
114,659
-4,543
-4% -$26.1K ﹤0.01% 1629
2023
Q4 		$676K Sell
119,202
-7,090
-6% -$39.8K ﹤0.01% 1491
2023
Q3 		$685K Sell
126,292
-2,663
-2% -$13.8K ﹤0.01% 1354
2023
Q2 		$613K Buy
128,955
+33,068
+34% +$147K ﹤0.01% 1427
2023
Q1 		$426K Buy
95,887
+39,492
+70% +$184K ﹤0.01% 1571
2022
Q4 		$266K Buy
+56,395
New +$273K ﹤0.01% 1806

Other funds holding FSCO

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Creative Planning's FSCO Position: Q2 2026 in Review

Creative Planning reduced its FS Credit Opportunities Corp (FSCO) stake by 12% in Q2 2026, selling an estimated $83.3K and leaving 124,102 shares worth $619K. The position accounts for ﹤0.01% of the portfolio, ranked #3026.

Creative Planning first reported a position in FSCO in Q4 2022 and has held it in 15 quarters since. The position peaked at $879K in Q4 2025. 261 funds tracked by Wall St. Rank hold FSCO as of Q2 2026.

  • Creative Planning held 124,102 shares of FS Credit Opportunities Corp worth $619K as of Q2 2026.
  • Creative Planning sold 16,594 FS Credit Opportunities Corp shares in Q2 2026, an estimated $83.3K.
  • FS Credit Opportunities Corp made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3026 holding.
  • Creative Planning first reported a position in FS Credit Opportunities Corp in Q4 2022 and has held it in 15 quarters since.
  • Creative Planning's FS Credit Opportunities Corp position peaked at $879K in Q4 2025.
  • 261 funds tracked by Wall St. Rank held FS Credit Opportunities Corp as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.