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

National 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	–	Sell	-15,781	Closed	-$93.6K	–	143
2024 Q1	$93.6K	Hold	15,781	–	–	0.07%	130
2023 Q4	$89.5K	Sell	15,781 -994	-6%	-$5.58K	0.09%	130
2023 Q3	$90.9K	Sell	16,775 -1,649	-9%	-$8.52K	0.1%	123
2023 Q2	$93.6K	Sell	18,424 -49,621	-73%	-$220K	0.1%	125
2023 Q1	$292K	Sell	68,045 -55,701	-45%	-$259K	0.33%	97
2022 Q4	$583K	Buy	+123,746	New	+$600K	0.7%	34

Other funds holding FSCO

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 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

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $495M AUM 8.72% 1-Year Est. Return

SIA

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

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

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

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

AAS

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

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

National Wealth Management Group sold out of FS Credit Opportunities Corp (FSCO) in Q2 2024, closing a stake of 15,781 shares — an estimated $93.6K sold.

National Wealth Management Group first reported a position in FSCO in Q4 2022 and held it in 6 quarters. The position peaked at $583K in Q4 2022. 265 funds tracked by Wall St. Rank hold FSCO as of Q2 2024.

National Wealth Management Group reported no remaining FS Credit Opportunities Corp position as of Q2 2024 after selling out during the quarter.
National Wealth Management Group sold 15,781 FS Credit Opportunities Corp shares in Q2 2024, an estimated $93.6K.
National Wealth Management Group first reported a position in FS Credit Opportunities Corp in Q4 2022 and held it in 6 quarters.
National Wealth Management Group's FS Credit Opportunities Corp position peaked at $583K in Q4 2022.
265 funds tracked by Wall St. Rank held FS Credit Opportunities Corp as of Q2 2024.

Based on National Wealth Management Group's 13F filing for Q2 2024, filed 9 Aug 2024.