Investmark Advisory Group
FSCO icon

Investmark Advisory Group’s FS Credit Opportunities Corp FSCO Stock Holding History

Investmark Advisory Group’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
Q3 		$819K Buy
158,708
+71,902
+83% +$365K 0.27% 68
2026
Q2 		$433K Sell
86,806
-7,427
-8% -$37.3K 0.16% 89
2026
Q1 		$481K Sell
94,233
-3,546
-4% -$20K 0.21% 81
2025
Q4 		$616K Buy
97,779
+328
+0.3% +$2.1K 0.26% 68
2025
Q3 		$673K Buy
97,451
+11,914
+14% +$87.3K 0.29% 63
2025
Q2 		$621K Sell
85,537
-29,326
-26% -$204K 0.29% 64
2025
Q1 		$810K Buy
114,863
+1,112
+1% +$7.73K 0.4% 49
2024
Q4 		$776K Buy
113,751
+5,960
+6% +$39.5K 0.38% 49
2024
Q3 		$684K Sell
107,791
-4,205
-4% -$26.5K 0.33% 56
2024
Q2 		$713K Sell
111,996
-28,946
-21% -$178K 0.38% 52
2024
Q1 		$836K Buy
140,942
+17,393
+14% +$100K 0.46% 47
2023
Q4 		$701K Sell
123,549
-6,299
-5% -$35.3K 0.41% 52
2023
Q3 		$704K Buy
129,848
+26,597
+26% +$137K 0.48% 45
2023
Q2 		$490K Buy
103,251
+65,596
+174% +$291K 0.33% 58
2023
Q1 		$162K Buy
37,655
+7,254
+24% +$33.8K 0.12% 98
2022
Q4 		$143K Buy
+30,401
New +$147K 0.11% 104

Other funds holding FSCO

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $573M AUM 5.65% 1-Year Est. Return
Thomas J. Herzfeld Advisors
Thomas J. Herzfeld Advisors Miami Beach, Florida $286M AUM 7.72% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Vista Finance
Vista Finance Clayton, Missouri $188M AUM 14.08% 1-Year Est. Return
Matisse Capital
Matisse Capital Portland, Oregon $256M AUM 15.28% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Ellis Investment Partners
Ellis Investment Partners Berwyn, Pennsylvania $669M AUM 16.26% 1-Year Est. Return

Investmark Advisory Group's FSCO Position: Q3 2026 in Review

Investmark Advisory Group increased its FS Credit Opportunities Corp (FSCO) stake by 83% in Q3 2026, buying an estimated $365K and bringing the position to 158,708 shares worth $819K. The position accounts for 0.27% of the portfolio, ranked #68.

Investmark Advisory Group first reported a position in FSCO in Q4 2022 and has held it in 16 quarters since. The position peaked at $836K in Q1 2024. 171 funds tracked by Wall St. Rank hold FSCO as of Q3 2026.

  • Investmark Advisory Group held 158,708 shares of FS Credit Opportunities Corp worth $819K as of Q3 2026.
  • Investmark Advisory Group bought 71,902 FS Credit Opportunities Corp shares in Q3 2026, an estimated $365K.
  • FS Credit Opportunities Corp made up 0.27% of Investmark Advisory Group's portfolio in Q3 2026, its #68 holding.
  • Investmark Advisory Group first reported a position in FS Credit Opportunities Corp in Q4 2022 and has held it in 16 quarters since.
  • Investmark Advisory Group's FS Credit Opportunities Corp position peaked at $836K in Q1 2024.
  • 171 funds tracked by Wall St. Rank held FS Credit Opportunities Corp as of Q3 2026.

Based on Investmark Advisory Group's 13F filing for Q3 2026, filed 27 Oct 2026.