Marcum Wealth’s FS Credit Opportunities Corp FSCO Stock Holding History

Marcum Wealth’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	$400K	Buy	56,711 +2,605	+5%	+$18.1K	0.03%	227
2024 Q4	$369K	Hold	54,106	–	–	0.03%	244
2024 Q3	$344K	Hold	54,106	–	–	0.03%	255
2024 Q2	$345K	Buy	54,106 +4,548	+9%	+$27.9K	0.03%	246
2024 Q1	$294K	Sell	49,558 -8,205	-14%	-$47.2K	0.03%	273
2023 Q4	$328K	Hold	57,763	–	–	0.03%	240
2023 Q3	$313K	Hold	57,763	–	–	0.04%	236
2023 Q2	$274K	Buy	57,763 +17,406	+43%	+$77.1K	0.03%	265
2023 Q1	$179K	Buy	40,357 +17,406	+76%	+$81K	0.02%	329
2022 Q4	$108K	Buy	+22,951	New	+$111K	0.01%	318

Other funds holding FSCO

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

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marcum Wealth's FSCO Position: Q1 2025 in Review

Marcum Wealth increased its FS Credit Opportunities Corp (FSCO) stake by 4.8% in Q1 2025, buying an estimated $18.1K and bringing the position to 56,711 shares worth $400K. The position accounts for 0.03% of the portfolio, ranked #227.

Marcum Wealth first reported a position in FSCO in Q4 2022 and has held it in 10 quarters since. 264 funds tracked by Wall St. Rank hold FSCO as of Q1 2025.

Marcum Wealth held 56,711 shares of FS Credit Opportunities Corp worth $400K as of Q1 2025.
Marcum Wealth bought 2,605 FS Credit Opportunities Corp shares in Q1 2025, an estimated $18.1K.
FS Credit Opportunities Corp made up 0.03% of Marcum Wealth's portfolio in Q1 2025, its #227 holding.
Marcum Wealth first reported a position in FS Credit Opportunities Corp in Q4 2022 and has held it in 10 quarters since.
264 funds tracked by Wall St. Rank held FS Credit Opportunities Corp as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.