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 Q2	$142K	Sell	28,411 -61,726	-68%	-$310K	0.01%	470
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 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

WealthPlan Investment Management's FSCO Position: Q2 2026 in Review

WealthPlan Investment Management reduced its FS Credit Opportunities Corp (FSCO) stake by 68% in Q2 2026, selling an estimated $310K and leaving 28,411 shares worth $142K. The position accounts for 0.01% of the portfolio, ranked #470.

WealthPlan Investment Management first reported a position in FSCO in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.81M in Q4 2022. 261 funds tracked by Wall St. Rank hold FSCO as of Q2 2026.

WealthPlan Investment Management held 28,411 shares of FS Credit Opportunities Corp worth $142K as of Q2 2026.
WealthPlan Investment Management sold 61,726 FS Credit Opportunities Corp shares in Q2 2026, an estimated $310K.
FS Credit Opportunities Corp made up 0.01% of WealthPlan Investment Management's portfolio in Q2 2026, its #470 holding.
WealthPlan Investment Management first reported a position in FS Credit Opportunities Corp in Q4 2022 and has held it in 15 quarters since.
WealthPlan Investment Management's FS Credit Opportunities Corp position peaked at $1.81M in Q4 2022.
261 funds tracked by Wall St. Rank held FS Credit Opportunities Corp as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.