WIM
FSCO

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

WealthPlan 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
Q1 		$460K Sell
90,137
-5,448
-6% -$30.8K 0.03% 314
2025
Q4 		$602K Sell
95,585
-12,128
-11% -$77.6K 0.04% 236
2025
Q3 		$744K Sell
107,713
-9,335
-8% -$68.4K 0.05% 198
2025
Q2 		$850K Sell
117,048
-13,523
-10% -$94K 0.06% 192
2025
Q1 		$921K Sell
130,571
-17,502
-12% -$122K 0.09% 136
2024
Q4 		$1.01M Sell
148,073
-22,467
-13% -$149K 0.1% 131
2024
Q3 		$1.08M Sell
170,540
-12,265
-7% -$77.3K 0.11% 126
2024
Q2 		$1.16M Sell
182,805
-13,554
-7% -$83.3K 0.18% 92
2024
Q1 		$1.16M Sell
196,359
-10,463
-5% -$60.2K 0.18% 90
2023
Q4 		$1.17M Sell
206,822
-3,714
-2% -$20.8K 0.19% 92
2023
Q3 		$1.14M Buy
210,536
+27,076
+15% +$140K 0.2% 82
2023
Q2 		$871K Buy
183,460
+149,005
+432% +$660K 0.26% 78
2023
Q1 		$153K Sell
34,455
-353,156
-91% -$1.64M 0.03% 171
2022
Q4 		$1.81M Buy
+387,611
New +$1.88M 0.13% 131

Other funds holding FSCO

Commonwealth Equity Services
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
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 $6.05B 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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return