KFI
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Key Financial Inc’s FS Credit Opportunities Corp FSCO Stock Holding History

Key Financial Inc’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
Q1 		– Sell
-12,969
Closed -$88.4K – 1393
2024
Q4 		$88.4K Buy
+12,969
New +$86K 0.02% 380

Other funds holding FSCO

Commonwealth Equity Services
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Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
VF
Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Key Financial Inc's FSCO Position: Q1 2025 in Review

Key Financial Inc sold out of FS Credit Opportunities Corp (FSCO) in Q1 2025, closing a stake of 12,969 shares — an estimated $88.4K sold.

Key Financial Inc first reported a position in FSCO in Q4 2024 and held it in 1 quarter. The position peaked at $88.4K in Q4 2024. 264 funds tracked by Wall St. Rank hold FSCO as of Q1 2025.

  • Key Financial Inc reported no remaining FS Credit Opportunities Corp position as of Q1 2025 after selling out during the quarter.
  • Key Financial Inc sold 12,969 FS Credit Opportunities Corp shares in Q1 2025, an estimated $88.4K.
  • Key Financial Inc first reported a position in FS Credit Opportunities Corp in Q4 2024 and held it in 1 quarter.
  • Key Financial Inc's FS Credit Opportunities Corp position peaked at $88.4K in Q4 2024.
  • 264 funds tracked by Wall St. Rank held FS Credit Opportunities Corp as of Q1 2025.

Based on Key Financial Inc's 13F filing for Q1 2025, filed 1 May 2025.