Summit Wealth Group (Colorado)’s FS Credit Opportunities Corp FSCO Stock Holding History

Summit Wealth Group (Colorado)’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	$411K	Buy	82,406 +19,191	+30%	+$96.4K	0.03%	243
2026 Q1	$322K	Sell	63,215 -120,564	-66%	-$681K	0.03%	247
2025 Q4	$1.16M	Buy	183,779 +169,022	+1,145%	+$1.08M	0.15%	84
2025 Q3	$80K	Sell	14,757 -219,089	-94%	-$1.61M	0.01%	482
2025 Q2	$1.7M	Buy	+233,846	New	+$1.63M	0.43%	58

Other funds holding FSCO

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Summit Wealth Group (Colorado)'s FSCO Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its FS Credit Opportunities Corp (FSCO) stake by 30% in Q2 2026, buying an estimated $96.4K and bringing the position to 82,406 shares worth $411K. The position accounts for 0.03% of the portfolio, ranked #243.

Summit Wealth Group (Colorado) first reported a position in FSCO in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.7M in Q2 2025. 261 funds tracked by Wall St. Rank hold FSCO as of Q2 2026.

Summit Wealth Group (Colorado) held 82,406 shares of FS Credit Opportunities Corp worth $411K as of Q2 2026.
Summit Wealth Group (Colorado) bought 19,191 FS Credit Opportunities Corp shares in Q2 2026, an estimated $96.4K.
FS Credit Opportunities Corp made up 0.03% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #243 holding.
Summit Wealth Group (Colorado) first reported a position in FS Credit Opportunities Corp in Q2 2025 and has held it in 5 quarters since.
Summit Wealth Group (Colorado)'s FS Credit Opportunities Corp position peaked at $1.7M in Q2 2025.
261 funds tracked by Wall St. Rank held FS Credit Opportunities Corp as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.