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

Divergent 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
2025 Q4	$64.4K	Sell	10,146 -884	-8%	-$5.66K	0.02%	35
2025 Q3	$77K	Hold	11,030	–	–	0.02%	34
2025 Q2	$80.5K	Hold	11,030	–	–	0.02%	34
2025 Q1	$77.7K	Hold	11,030	–	–	0.03%	30
2024 Q4	$75.2K	Hold	11,030	–	–	0.03%	28
2024 Q3	$73K	Sell	11,030 -1,000	-8%	-$6.3K	0.03%	29
2024 Q2	$77K	Hold	12,030	–	–	0.03%	28
2024 Q1	$70.5K	Sell	12,030 -3,931	-25%	-$22.6K	0.03%	28
2023 Q4	$91.5K	Hold	15,961	–	–	0.04%	25
2023 Q3	$86.3K	Sell	15,961 -3,524	-18%	-$18.2K	0.05%	23
2023 Q2	$92.6K	Buy	19,485 +5,753	+42%	+$25.5K	0.05%	26
2023 Q1	$61K	Buy	+13,732	New	+$63.9K	0.03%	22

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 $5.28B AUM 14.42% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Divergent Planning's FSCO Position: Q4 2025 in Review

Divergent Planning reduced its FS Credit Opportunities Corp (FSCO) stake by 8% in Q4 2025, selling an estimated $5.66K and leaving 10,146 shares worth $64.4K. The position accounts for 0.02% of the portfolio, ranked #35.

Divergent Planning first reported a position in FSCO in Q1 2023 and has held it in 12 quarters since. The position peaked at $92.6K in Q2 2023. 271 funds tracked by Wall St. Rank hold FSCO as of Q4 2025.

Divergent Planning held 10,146 shares of FS Credit Opportunities Corp worth $64.4K as of Q4 2025.
Divergent Planning sold 884 FS Credit Opportunities Corp shares in Q4 2025, an estimated $5.66K.
FS Credit Opportunities Corp made up 0.02% of Divergent Planning's portfolio in Q4 2025, its #35 holding.
Divergent Planning first reported a position in FS Credit Opportunities Corp in Q1 2023 and has held it in 12 quarters since.
Divergent Planning's FS Credit Opportunities Corp position peaked at $92.6K in Q2 2023.
271 funds tracked by Wall St. Rank held FS Credit Opportunities Corp as of Q4 2025.

Based on Divergent Planning's 13F filing for Q4 2025, filed 12 Jan 2026.