SWIM
FSCO

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

Smallwood Wealth Investment 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
Q2 		$328K Hold
65,720
– – 0.14% 67
2026
Q1 		$335K Hold
65,720
– – 0.18% 60
2025
Q4 		$414K Hold
65,720
– – 0.22% 53
2025
Q3 		$454K Hold
65,720
– – 0.23% 54
2025
Q2 		$477K Hold
65,720
– – 0.27% 46
2025
Q1 		$463K Hold
65,720
– – 0.29% 45
2024
Q4 		$448K Sell
65,720
-5,290
-7% -$35.1K 0.31% 45
2024
Q3 		$451K Buy
71,010
+146
+0.2% +$920 0.32% 43
2024
Q2 		$451K Buy
70,864
+193
+0.3% +$1.19K 0.35% 41
2024
Q1 		$419K Sell
70,671
-1,901
-3% -$10.9K 0.32% 45
2023
Q4 		$411K Buy
72,572
+145
+0.2% +$813 0.34% 41
2023
Q3 		$393K Buy
72,427
+150
+0.2% +$775 0.36% 42
2023
Q2 		$343K Buy
72,277
+38,853
+116% +$172K 0.31% 46
2023
Q1 		$148K Buy
33,424
+6,312
+23% +$29.4K 0.14% 59
2022
Q4 		$128K Buy
+27,112
New +$131K 0.11% 73

Other funds holding FSCO

AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03T AUM 1% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
VF
Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
CFG
Certior Financial Group King Of Prussia, Pennsylvania $183M AUM 14.84% 1-Year Est. Return

Smallwood Wealth Investment Management's FSCO Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its FS Credit Opportunities Corp (FSCO) position steady in Q2 2026 at 65,720 shares worth $328K. The position accounts for 0.14% of the portfolio, ranked #67.

Smallwood Wealth Investment Management first reported a position in FSCO in Q4 2022 and has held it in 15 quarters since. The position peaked at $477K in Q2 2025. 106 funds tracked by Wall St. Rank hold FSCO as of Q2 2026.

  • Smallwood Wealth Investment Management held 65,720 shares of FS Credit Opportunities Corp worth $328K as of Q2 2026.
  • Smallwood Wealth Investment Management left its FS Credit Opportunities Corp share count unchanged in Q2 2026.
  • FS Credit Opportunities Corp made up 0.14% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #67 holding.
  • Smallwood Wealth Investment Management first reported a position in FS Credit Opportunities Corp in Q4 2022 and has held it in 15 quarters since.
  • Smallwood Wealth Investment Management's FS Credit Opportunities Corp position peaked at $477K in Q2 2025.
  • 106 funds tracked by Wall St. Rank held FS Credit Opportunities Corp as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.