WEPOG
FSCO

Wealth Enhancement & Preservation of GA’s FS Credit Opportunities Corp FSCO Stock Holding History

Wealth Enhancement & Preservation of GA’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
2023
Q2 		$132K Buy
27,769
+13,189
+90% +$58.5K 0.13% 47
2023
Q1 		$64.7K Buy
+14,580
New +$67.9K 0.08% 40

Other funds holding FSCO

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Wealth Enhancement & Preservation of GA's FSCO Position: Q2 2023 in Review

Wealth Enhancement & Preservation of GA increased its FS Credit Opportunities Corp (FSCO) stake by 90% in Q2 2023, buying an estimated $58.5K and bringing the position to 27,769 shares worth $132K. The position accounts for 0.13% of the portfolio, ranked #47.

Wealth Enhancement & Preservation of GA first reported a position in FSCO in Q1 2023 and has held it in 2 quarters since. 262 funds tracked by Wall St. Rank hold FSCO as of Q2 2023.

  • Wealth Enhancement & Preservation of GA held 27,769 shares of FS Credit Opportunities Corp worth $132K as of Q2 2023.
  • Wealth Enhancement & Preservation of GA bought 13,189 FS Credit Opportunities Corp shares in Q2 2023, an estimated $58.5K.
  • FS Credit Opportunities Corp made up 0.13% of Wealth Enhancement & Preservation of GA's portfolio in Q2 2023, its #47 holding.
  • Wealth Enhancement & Preservation of GA first reported a position in FS Credit Opportunities Corp in Q1 2023 and has held it in 2 quarters since.
  • 262 funds tracked by Wall St. Rank held FS Credit Opportunities Corp as of Q2 2023.

Based on Wealth Enhancement & Preservation of GA's 13F filing for Q2 2023, filed 18 Jul 2023.