IWC
FSCO

Integrated Wealth Concepts’s FS Credit Opportunities Corp FSCO Stock Holding History

Integrated Wealth Concepts’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 		$395K Sell
77,416
-4,424
-5% -$25K ﹤0.01% 1692
2025
Q4 		$516K Sell
81,840
-49,756
-38% -$319K 0.01% 1073
2025
Q3 		$909K Buy
131,596
+319
+0.2% +$2.34K 0.01% 1029
2025
Q2 		$953K Buy
131,277
+60,308
+85% +$419K 0.01% 947
2025
Q1 		$500K Sell
70,969
-12,956
-15% -$90.1K 0.01% 1136
2024
Q4 		$572K Buy
83,925
+29,454
+54% +$195K 0.01% 1072
2024
Q3 		$346K Sell
54,471
-13,688
-20% -$86.3K ﹤0.01% 1248
2024
Q2 		$434K Buy
68,159
+172
+0.3% +$1.06K 0.01% 1107
2024
Q1 		$403K Sell
67,987
-25,007
-27% -$144K 0.01% 1152
2023
Q4 		$527K Sell
92,994
-122,296
-57% -$686K 0.01% 979
2023
Q3 		$1.17M Buy
215,290
+1,249
+0.6% +$6.45K 0.02% 631
2023
Q2 		$1.02M Buy
214,041
+96,086
+81% +$426K 0.02% 675
2023
Q1 		$524K Buy
117,955
+54,295
+85% +$253K 0.01% 836
2022
Q4 		$300K Buy
+63,660
New +$309K 0.01% 825

Other funds holding FSCO

Commonwealth Equity Services
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
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 $6.05B 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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return