Lakeridge Wealth Management’s FS Credit Opportunities Corp FSCO Stock Holding History

Lakeridge Wealth Management’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 Q2	$78.1K	Buy	15,644 +276	+2%	+$1.39K	0.03%	186
2026 Q1	$78.4K	Buy	15,368 +273	+2%	+$1.54K	0.03%	167
2025 Q4	$95.1K	Buy	15,095 +237	+2%	+$1.52K	0.04%	154
2025 Q3	$103K	Buy	14,858 +205	+1%	+$1.5K	0.05%	150
2025 Q2	$106K	Sell	14,653 -13,357	-48%	-$92.8K	0.05%	148
2025 Q1	$197K	Buy	28,010 +614	+2%	+$4.27K	0.1%	149
2024 Q4	$187K	Sell	27,396 -3,379	-11%	-$22.4K	0.1%	150
2024 Q3	$195K	Sell	30,775 -2,518	-8%	-$15.9K	0.11%	150
2024 Q2	$212K	Buy	33,293 +789	+2%	+$4.85K	0.13%	139
2024 Q1	$193K	Sell	32,504 -4,489	-12%	-$25.8K	0.12%	133
2023 Q4	$210K	Buy	+36,993	New	+$208K	0.15%	123

Other funds holding FSCO

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Lakeridge Wealth Management's FSCO Position: Q2 2026 in Review

Lakeridge Wealth Management increased its FS Credit Opportunities Corp (FSCO) stake by 1.8% in Q2 2026, buying an estimated $1.39K and bringing the position to 15,644 shares worth $78.1K. The position accounts for 0.03% of the portfolio, ranked #186.

Lakeridge Wealth Management first reported a position in FSCO in Q4 2023 and has held it in 11 quarters since. The position peaked at $212K in Q2 2024. 261 funds tracked by Wall St. Rank hold FSCO as of Q2 2026.

Lakeridge Wealth Management held 15,644 shares of FS Credit Opportunities Corp worth $78.1K as of Q2 2026.
Lakeridge Wealth Management bought 276 FS Credit Opportunities Corp shares in Q2 2026, an estimated $1.39K.
FS Credit Opportunities Corp made up 0.03% of Lakeridge Wealth Management's portfolio in Q2 2026, its #186 holding.
Lakeridge Wealth Management first reported a position in FS Credit Opportunities Corp in Q4 2023 and has held it in 11 quarters since.
Lakeridge Wealth Management's FS Credit Opportunities Corp position peaked at $212K in Q2 2024.
261 funds tracked by Wall St. Rank held FS Credit Opportunities Corp as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.