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

Modern 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 Q1	$868K	Sell	168,548 -13,061	-7%	-$73.8K	0.01%	452
2025 Q4	$1.14M	Buy	181,609 +13,381	+8%	+$85.7K	0.02%	383
2025 Q3	$1.16M	Sell	168,228 -21,600	-11%	-$158K	0.02%	362
2025 Q2	$1.38M	Buy	189,828 +21,100	+13%	+$147K	0.03%	316
2025 Q1	$1.19M	Sell	168,728 -3,435	-2%	-$23.9K	0.04%	282
2024 Q4	$1.17M	Buy	+172,163	New	+$1.14M	0.04%	241
2024 Q2	–	Sell	-10,859	Closed	-$64.4K	–	408
2024 Q1	$64.4K	Sell	10,859 -2,148	-17%	-$12.4K	0.01%	293
2023 Q4	$73.8K	Buy	+13,007	New	+$73K	0.01%	186

Other funds holding FSCO

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 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 $6.13B AUM 23.41% 1-Year Est. Return

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $495M AUM 8.72% 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

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

Modern Wealth Management's FSCO Position: Q1 2026 in Review

Modern Wealth Management reduced its FS Credit Opportunities Corp (FSCO) stake by 7.2% in Q1 2026, selling an estimated $73.8K and leaving 168,548 shares worth $868K. The position accounts for 0.01% of the portfolio, ranked #452.

Modern Wealth Management first reported a position in FSCO in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.38M in Q2 2025. 276 funds tracked by Wall St. Rank hold FSCO as of Q1 2026.

Modern Wealth Management held 168,548 shares of FS Credit Opportunities Corp worth $868K as of Q1 2026.
Modern Wealth Management sold 13,061 FS Credit Opportunities Corp shares in Q1 2026, an estimated $73.8K.
FS Credit Opportunities Corp made up 0.01% of Modern Wealth Management's portfolio in Q1 2026, its #452 holding.
Modern Wealth Management first reported a position in FS Credit Opportunities Corp in Q4 2023 and has held it in 8 quarters since.
Modern Wealth Management's FS Credit Opportunities Corp position peaked at $1.38M in Q2 2025.
276 funds tracked by Wall St. Rank held FS Credit Opportunities Corp as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.