EWM
FSCO

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 $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
VF
Vista Finance Clayton, Missouri $126M AUM 16.18% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return