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

Valeo 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 Q2	–	Sell	-15,045	Closed	-$76.7K	–	853
2026 Q1	$76.7K	Sell	15,045 -146	-1%	-$825	﹤0.01%	718
2025 Q4	$95.7K	Buy	15,191 +146	+1%	+$935	﹤0.01%	794
2025 Q3	$104K	Hold	15,045	–	–	﹤0.01%	792
2025 Q2	$109K	Hold	15,045	–	–	﹤0.01%	740
2025 Q1	$106K	Hold	15,045	–	–	﹤0.01%	660
2024 Q4	$103K	Hold	15,045	–	–	﹤0.01%	696
2024 Q3	$95.5K	Hold	15,045	–	–	﹤0.01%	676
2024 Q2	$95.8K	Hold	15,045	–	–	﹤0.01%	633
2024 Q1	$88K	Hold	15,045	–	–	﹤0.01%	630
2023 Q4	$85.3K	Hold	15,045	–	–	﹤0.01%	615
2023 Q3	$81.5K	Hold	15,045	–	–	﹤0.01%	596
2023 Q2	$71.5K	Buy	+15,045	New	+$66.7K	﹤0.01%	570

Other funds holding FSCO

Noble Wealth Management PBC Greenwood Village, Colorado $219M AUM 16.47% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Miller Global Investments Dallas, Texas $121M AUM

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return