SFA
FSCO

Sequoia Financial Advisors’s FS Credit Opportunities Corp FSCO Stock Holding History

Sequoia Financial Advisors’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 		– Sell
-67,473
Closed -$425K – 1978
2025
Q4 		$425K Sell
67,473
-6,096
-8% -$39K ﹤0.01% 1367
2025
Q3 		$508K Sell
73,569
-420
-0.6% -$3.08K ﹤0.01% 1127
2025
Q2 		$537K Sell
73,989
-8,549
-10% -$59.4K ﹤0.01% 962
2025
Q1 		$582K Hold
82,538
– – ﹤0.01% 803
2024
Q4 		$563K Sell
82,538
-20,505
-20% -$136K 0.01% 761
2024
Q3 		$654K Buy
103,043
+364
+0.4% +$2.29K 0.01% 665
2024
Q2 		$654K Buy
102,679
+362
+0.4% +$2.23K 0.01% 606
2024
Q1 		$607K Sell
102,317
-631
-0.6% -$3.63K 0.01% 622
2023
Q4 		$584K Buy
+102,948
New +$577K 0.01% 693

Other funds holding FSCO

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RCM
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SIA
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TJHA
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AWA
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WWMSC
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LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return