Modern Wealth Management, LLC

Position in FSCO — FS Credit Opportunities Corp.

CIK 2001900 KANSAS CITY, MO

Position in FSCO

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$847,466

-$12,128 QoQ

Shares Held

169,833

+0.8% QoQ

Ownership

0.084%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#48

of 261 holders

Holding Since

Dec 2023

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Modern Wealth Management, LLC holds $73,273,871 across 46 Asset Management names. FSCO ranks #16 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RMT	Royce Micro-Cap Trust, Inc.	944,413	$13,826,206
2	BEN	Franklin Resources Inc	391,006	$13,008,767
3	BPRE	Bluerock Private Real Estate Fund	866,621	$11,274,738
4	RVT	Royce Small-Cap Trust, Inc.	480,230	$8,869,848
5	FSK	FS KKR Capital Corp	308,991	$3,244,405
6	BX	Blackstone Inc.	17,493	$2,058,398
7	BLK	BlackRock, Inc.	1,933	$1,858,693
8	PFG	Principal Financial Group Inc	15,883	$1,711,869

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$847,466	169,833	+0.8%	Shares	Sole	2026-08-14
2026-03-31	$859,594	168,548	-7.2%	Shares	Sole	2026-05-14
2025-12-31	$1,144,136	181,609	+8.0%	Shares	Sole	2026-02-17
2025-09-30	$1,162,455	168,228	-11.4%	Shares	Sole	2025-11-12
2025-06-30	$1,378,151	189,828	+12.5%	Shares	Sole	2025-11-12
2025-03-31	$1,189,532	168,728	-2.0%	Shares	Sole	2025-06-02
2024-12-31	$1,174,151	172,163	+1485.4%	Shares	Sole	2025-05-30
2024-03-31	$64,393	10,859	-16.5%	Shares	Sole	2025-05-29
2023-12-31	$73,749	13,007	—	Shares	Sole	2025-05-28
No filing history on record for this holder in this stock.