Foundations Investment Advisors’s FS Credit Opportunities Corp FSCO Stock Holding History

Foundations Investment Advisors’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	$243K	Buy	47,612 +17,658	+59%	+$99.7K	﹤0.01%	1004
2025 Q4	$189K	Sell	29,954 -17,398	-37%	-$111K	﹤0.01%	1072
2025 Q3	$327K	Buy	47,352 +16,671	+54%	+$122K	﹤0.01%	819
2025 Q2	$223K	Sell	30,681 -2,820	-8%	-$19.6K	﹤0.01%	850
2025 Q1	$236K	Hold	33,501	–	–	﹤0.01%	779
2024 Q4	$228K	Sell	33,501 -3,586	-10%	-$23.8K	﹤0.01%	758
2024 Q3	$236K	Buy	37,087 +190	+0.5%	+$1.2K	﹤0.01%	715
2024 Q2	$235K	Sell	36,897 -4,447	-11%	-$27.3K	0.01%	679
2024 Q1	$245K	Sell	41,344 -5,088	-11%	-$29.3K	0.01%	627
2023 Q4	$267K	Sell	46,432 -5,929	-11%	-$33.3K	0.01%	580
2023 Q3	$284K	Sell	52,361 -1,226	-2%	-$6.33K	0.01%	521
2023 Q2	$255K	Buy	53,587 +21,207	+65%	+$94K	0.01%	501
2023 Q1	$144K	Buy	32,380 +14,870	+85%	+$69.2K	0.01%	494
2022 Q4	$82.5K	Buy	+17,510	New	+$84.9K	﹤0.01%	434

Other funds holding FSCO

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 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 $6.13B 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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Foundations Investment Advisors's FSCO Position: Q1 2026 in Review

Foundations Investment Advisors increased its FS Credit Opportunities Corp (FSCO) stake by 59% in Q1 2026, buying an estimated $99.7K and bringing the position to 47,612 shares worth $243K. The position accounts for ﹤0.01% of the portfolio, ranked #1004.

Foundations Investment Advisors first reported a position in FSCO in Q4 2022 and has held it in 14 quarters since. The position peaked at $327K in Q3 2025. 276 funds tracked by Wall St. Rank hold FSCO as of Q1 2026.

Foundations Investment Advisors held 47,612 shares of FS Credit Opportunities Corp worth $243K as of Q1 2026.
Foundations Investment Advisors bought 17,658 FS Credit Opportunities Corp shares in Q1 2026, an estimated $99.7K.
FS Credit Opportunities Corp made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #1004 holding.
Foundations Investment Advisors first reported a position in FS Credit Opportunities Corp in Q4 2022 and has held it in 14 quarters since.
Foundations Investment Advisors's FS Credit Opportunities Corp position peaked at $327K in Q3 2025.
276 funds tracked by Wall St. Rank held FS Credit Opportunities Corp as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.