NWWA
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New Wave Wealth Advisors’s FS KKR Capital FSK Stock Holding History

New Wave Wealth Advisors’s Portfolio FSK Stock Details FSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-482
Closed -$10.5K – 328
2024
Q4 		$10.5K Buy
+482
New +$10.1K ﹤0.01% 353

Other funds holding FSK

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CWA
Cura Wealth Advisors Chicago, Illinois $234M AUM 5.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

New Wave Wealth Advisors's FSK Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of FS KKR Capital (FSK) in Q1 2025, closing a stake of 482 shares — an estimated $10.5K sold.

New Wave Wealth Advisors first reported a position in FSK in Q4 2024 and held it in 1 quarter. The position peaked at $10.5K in Q4 2024. 537 funds tracked by Wall St. Rank hold FSK as of Q1 2025.

  • New Wave Wealth Advisors reported no remaining FS KKR Capital position as of Q1 2025 after selling out during the quarter.
  • New Wave Wealth Advisors sold 482 FS KKR Capital shares in Q1 2025, an estimated $10.5K.
  • New Wave Wealth Advisors first reported a position in FS KKR Capital in Q4 2024 and held it in 1 quarter.
  • New Wave Wealth Advisors's FS KKR Capital position peaked at $10.5K in Q4 2024.
  • 537 funds tracked by Wall St. Rank held FS KKR Capital as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.