Walled Lake Planning & Wealth Management’s FS Credit Opportunities Corp FSCO Stock Holding History

Walled Lake Planning & Wealth 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 Q1	–	Sell	-45,650	Closed	-$288K	–	141
2025 Q4	$288K	Hold	45,650	–	–	0.09%	109
2025 Q3	$315K	Hold	45,650	–	–	0.1%	107
2025 Q2	$331K	Buy	45,650 +28,000	+159%	+$195K	0.11%	97
2025 Q1	$124K	Hold	17,650	–	–	0.04%	131
2024 Q4	$120K	Hold	17,650	–	–	0.04%	128
2024 Q3	$112K	Hold	17,650	–	–	0.04%	130
2024 Q2	$112K	Hold	17,650	–	–	0.05%	121
2024 Q1	$105K	Buy	+17,650	New	+$102K	0.04%	117

Other funds holding FSCO

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $495M AUM 8.72% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Walled Lake Planning & Wealth Management's FSCO Position: Q1 2026 in Review

Walled Lake Planning & Wealth Management sold out of FS Credit Opportunities Corp (FSCO) in Q1 2026, closing a stake of 45,650 shares — an estimated $288K sold.

Walled Lake Planning & Wealth Management first reported a position in FSCO in Q1 2024 and held it in 8 quarters. The position peaked at $331K in Q2 2025. 276 funds tracked by Wall St. Rank hold FSCO as of Q1 2026.

Walled Lake Planning & Wealth Management reported no remaining FS Credit Opportunities Corp position as of Q1 2026 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 45,650 FS Credit Opportunities Corp shares in Q1 2026, an estimated $288K.
Walled Lake Planning & Wealth Management first reported a position in FS Credit Opportunities Corp in Q1 2024 and held it in 8 quarters.
Walled Lake Planning & Wealth Management's FS Credit Opportunities Corp position peaked at $331K in Q2 2025.
276 funds tracked by Wall St. Rank held FS Credit Opportunities Corp as of Q1 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.