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

Endowment 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
2025
Q4 		– Sell
-10,613
Closed -$73.3K – 153
2025
Q3 		$73.3K Buy
10,613
+296
+3% +$2.17K 0.03% 154
2025
Q2 		$74.9K Sell
10,317
-43,385
-81% -$302K 0.04% 152
2025
Q1 		$379K Sell
53,702
-5,177
-9% -$36K 0.24% 81
2024
Q4 		$402K Sell
58,879
-8,422
-13% -$55.9K 0.27% 76
2024
Q3 		$427K Sell
67,301
-2,026
-3% -$12.8K 0.28% 73
2024
Q2 		$442K Sell
69,327
-900
-1% -$5.53K 0.32% 69
2024
Q1 		$416K Sell
70,227
-8,450
-11% -$48.6K 0.31% 70
2023
Q4 		$446K Buy
78,677
+2,180
+3% +$12.2K 0.37% 64
2023
Q3 		$415K Sell
76,497
-3,274
-4% -$16.9K 0.37% 68
2023
Q2 		$379K Buy
79,771
+26,646
+50% +$118K 0.35% 75
2023
Q1 		$236K Buy
53,125
+25,348
+91% +$118K 0.24% 108
2022
Q4 		$131K Buy
+27,777
New +$135K 0.14% 121

Other funds holding FSCO

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VF
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
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Endowment Wealth Management's FSCO Position: Q4 2025 in Review

Endowment Wealth Management sold out of FS Credit Opportunities Corp (FSCO) in Q4 2025, closing a stake of 10,613 shares — an estimated $73.3K sold.

Endowment Wealth Management first reported a position in FSCO in Q4 2022 and held it in 12 quarters. The position peaked at $446K in Q4 2023. 272 funds tracked by Wall St. Rank hold FSCO as of Q4 2025.

  • Endowment Wealth Management reported no remaining FS Credit Opportunities Corp position as of Q4 2025 after selling out during the quarter.
  • Endowment Wealth Management sold 10,613 FS Credit Opportunities Corp shares in Q4 2025, an estimated $73.3K.
  • Endowment Wealth Management first reported a position in FS Credit Opportunities Corp in Q4 2022 and held it in 12 quarters.
  • Endowment Wealth Management's FS Credit Opportunities Corp position peaked at $446K in Q4 2023.
  • 272 funds tracked by Wall St. Rank held FS Credit Opportunities Corp as of Q4 2025.

Based on Endowment Wealth Management's 13F filing for Q4 2025, filed 9 Feb 2026.