Orion Portfolio Solutions’s FS Credit Opportunities Corp FSCO Stock Holding History

Orion Portfolio Solutions’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	$3.74M	Buy	530,841 +62,807	+13%	+$437K	0.04%	439
2024 Q4	$3.19M	Sell	468,034 -2,792	-0.6%	-$18.5K	0.03%	483
2024 Q3	$2.99M	Sell	470,826 -13,652	-3%	-$86K	0.03%	510
2024 Q2	$3.09M	Buy	484,478 +416,088	+608%	+$2.56M	0.03%	467
2024 Q1	$406K	Sell	68,390 -21,334	-24%	-$123K	﹤0.01%	1358
2023 Q4	$501K	Buy	89,724 +20,600	+30%	+$116K	0.01%	1210
2023 Q3	$375K	Sell	69,124 -8,466	-11%	-$43.7K	﹤0.01%	1303
2023 Q2	$369K	Buy	77,590 +16,179	+26%	+$71.7K	﹤0.01%	1325
2023 Q1	$273K	Buy	61,411 +28,648	+87%	+$133K	﹤0.01%	1383
2022 Q4	$154K	Buy	+32,763	New	+$159K	0.01%	784

Other funds holding FSCO

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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 $495M AUM 8.72% 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

Orion Portfolio Solutions's FSCO Position: Q1 2025 in Review

Orion Portfolio Solutions increased its FS Credit Opportunities Corp (FSCO) stake by 13% in Q1 2025, buying an estimated $437K and bringing the position to 530,841 shares worth $3.74M. The position accounts for 0.04% of the portfolio, ranked #439.

Orion Portfolio Solutions 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.

Orion Portfolio Solutions held 530,841 shares of FS Credit Opportunities Corp worth $3.74M as of Q1 2025.
Orion Portfolio Solutions bought 62,807 FS Credit Opportunities Corp shares in Q1 2025, an estimated $437K.
FS Credit Opportunities Corp made up 0.04% of Orion Portfolio Solutions's portfolio in Q1 2025, its #439 holding.
Orion Portfolio Solutions 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 Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.