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

Levy Wealth Management 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
2024 Q2	$586K	Buy	92,036 +2,688	+3%	+$16.5K	0.15%	54
2024 Q1	$507K	Hold	89,348	–	–	0.14%	59
2023 Q4	$507K	Buy	89,348 +1,328	+2%	+$7.45K	0.14%	59
2023 Q3	$477K	Buy	88,020 +1,363	+2%	+$7.04K	0.15%	58
2023 Q2	$412K	Buy	86,657 +29,046	+50%	+$129K	0.12%	66
2023 Q1	$256K	Buy	57,611 +28,719	+99%	+$134K	0.08%	91
2022 Q4	$136K	Buy	+28,892	New	+$140K	0.05%	94

Other funds holding FSCO

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

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

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

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

AAS

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

Levy Wealth Management Group's FSCO Position: Q2 2024 in Review

Levy Wealth Management Group increased its FS Credit Opportunities Corp (FSCO) stake by 3% in Q2 2024, buying an estimated $16.5K and bringing the position to 92,036 shares worth $586K. The position accounts for 0.15% of the portfolio, ranked #54.

Levy Wealth Management Group first reported a position in FSCO in Q4 2022 and has held it in 7 quarters since. 265 funds tracked by Wall St. Rank hold FSCO as of Q2 2024.

Levy Wealth Management Group held 92,036 shares of FS Credit Opportunities Corp worth $586K as of Q2 2024.
Levy Wealth Management Group bought 2,688 FS Credit Opportunities Corp shares in Q2 2024, an estimated $16.5K.
FS Credit Opportunities Corp made up 0.15% of Levy Wealth Management Group's portfolio in Q2 2024, its #54 holding.
Levy Wealth Management Group first reported a position in FS Credit Opportunities Corp in Q4 2022 and has held it in 7 quarters since.
265 funds tracked by Wall St. Rank held FS Credit Opportunities Corp as of Q2 2024.

Based on Levy Wealth Management Group's 13F filing for Q2 2024, filed 25 Jul 2024.