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
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 $71.6B AUM 21.08% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.05B AUM 23.41% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $495M AUM 8.72% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return