LPL Financial
FSCO

LPL Financial’s FS Credit Opportunities Corp FSCO Stock Holding History

LPL Financial’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 		$11.4M Sell
2,274,969
-17,828
-0.8% -$89.5K ﹤0.01% 2018
2026
Q1 		$11.7M Sell
2,292,797
-253,547
-10% -$1.43M ﹤0.01% 1862
2025
Q4 		$16M Sell
2,546,344
-66,565
-3% -$426K ﹤0.01% 1556
2025
Q3 		$18.1M Buy
2,612,909
+119,293
+5% +$874K 0.01% 1429
2025
Q2 		$18.1M Sell
2,493,616
-236,394
-9% -$1.64M 0.01% 1332
2025
Q1 		$19.2M Buy
2,730,010
+19,393
+0.7% +$135K 0.01% 1172
2024
Q4 		$18.5M Buy
2,710,617
+22,441
+0.8% +$149K 0.01% 1141
2024
Q3 		$17.1M Sell
2,688,176
-20,470
-0.8% -$129K 0.01% 1124
2024
Q2 		$17.3M Sell
2,708,646
-161,933
-6% -$995K 0.01% 1043
2024
Q1 		$17M Sell
2,870,579
-178,599
-6% -$1.03M 0.01% 1015
2023
Q4 		$17.3M Buy
3,049,178
+529,114
+21% +$2.97M 0.01% 947
2023
Q3 		$13.7M Buy
2,520,064
+310,763
+14% +$1.61M 0.01% 981
2023
Q2 		$10.5M Buy
2,209,301
+609,966
+38% +$2.7M 0.01% 1107
2023
Q1 		$7.1M Buy
1,599,335
+769,796
+93% +$3.58M 0.01% 1293
2022
Q4 		$3.91M Buy
+829,539
New +$4.02M ﹤0.01% 1610

Other funds holding FSCO

Commonwealth Equity Services
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial's FSCO Position: Q2 2026 in Review

LPL Financial reduced its FS Credit Opportunities Corp (FSCO) stake by 0.78% in Q2 2026, selling an estimated $89.5K and leaving 2,274,969 shares worth $11.4M. The position accounts for ﹤0.01% of the portfolio, ranked #2018.

LPL Financial first reported a position in FSCO in Q4 2022 and has held it in 15 quarters since. The position peaked at $19.2M in Q1 2025. 261 funds tracked by Wall St. Rank hold FSCO as of Q2 2026.

  • LPL Financial held 2,274,969 shares of FS Credit Opportunities Corp worth $11.4M as of Q2 2026.
  • LPL Financial sold 17,828 FS Credit Opportunities Corp shares in Q2 2026, an estimated $89.5K.
  • FS Credit Opportunities Corp made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2018 holding.
  • LPL Financial first reported a position in FS Credit Opportunities Corp in Q4 2022 and has held it in 15 quarters since.
  • LPL Financial's FS Credit Opportunities Corp position peaked at $19.2M in Q1 2025.
  • 261 funds tracked by Wall St. Rank held FS Credit Opportunities Corp as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.