Householder Group Estate & Retirement Specialist’s FS Credit Opportunities Corp FSCO Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	$11K	Sell	1,697 -8,399	-83%	-$55.7K	0.01%	357
2024 Q3	$64K	Buy	10,096 +45	+0.4%	+$284	0.02%	444
2024 Q2	$64K	Buy	10,051 +6,101	+154%	+$37.5K	0.02%	439
2024 Q1	$23.4K	Buy	3,950 +52	+1%	+$299	0.01%	642
2023 Q4	$22K	Buy	3,898 +2,240	+135%	+$12.6K	0.01%	624
2023 Q3	$8.99K	Buy	+1,658	New	+$8.56K	﹤0.01%	814
2023 Q1	$9K	Buy	+2,042	New	+$9.5K	﹤0.01%	832

Other funds holding FSCO

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's FSCO Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its FS Credit Opportunities Corp (FSCO) stake by 83% in Q4 2024, selling an estimated $55.7K and leaving 1,697 shares worth $11K. The position accounts for 0.01% of the portfolio, ranked #357.

Householder Group Estate & Retirement Specialist first reported a position in FSCO in Q1 2023 and has held it in 7 quarters since. The position peaked at $64K in Q3 2024. 273 funds tracked by Wall St. Rank hold FSCO as of Q4 2024.

Householder Group Estate & Retirement Specialist held 1,697 shares of FS Credit Opportunities Corp worth $11K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 8,399 FS Credit Opportunities Corp shares in Q4 2024, an estimated $55.7K.
FS Credit Opportunities Corp made up 0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #357 holding.
Householder Group Estate & Retirement Specialist first reported a position in FS Credit Opportunities Corp in Q1 2023 and has held it in 7 quarters since.
Householder Group Estate & Retirement Specialist's FS Credit Opportunities Corp position peaked at $64K in Q3 2024.
273 funds tracked by Wall St. Rank held FS Credit Opportunities Corp as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.