Wealthspire Retirement, LLC
PensionPosition in FSCO — FS Credit Opportunities Corp.
CIK 2040084
ALISO VIEJO, CA
Position in FSCO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$134,415
-$84,563 QoQ
Shares Held
26,937
-37.3% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#140
of 261 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FSCO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Wealthspire Retirement, LLC holds $15,759,358 across 9 Asset Management names. FSCO ranks #9 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CII |
BlackRock Enhanced Large Cap Core Fund, Inc.
|
204,940 | $5,359,181 | |
| 2 | BUI |
BlackRock Utilities, Infrastructure & Power Opportunities Trust
|
128,821 | $3,737,097 | |
| 3 | BST |
BlackRock Science & Technology Trust
|
67,442 | $3,419,983 | |
| 4 | BME |
BlackRock Health Sciences Trust
|
51,434 | $2,209,090 | |
| 5 | BDJ |
BlackRock Enhanced Equity Dividend Trust
|
27,956 | $267,538 | |
| 6 | KKR |
KKR & Co. Inc.
|
2,613 | $239,821 | |
| 7 | PHYS |
Sprott Physical Gold Trust
|
7,079 | $213,573 | |
| 8 | DNP |
Dnp Select Income Fund Inc
|
16,558 | $178,660 |
All Filings in FSCO
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $134,415 | 26,937 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $218,978 | 42,937 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $314,603 | 49,937 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $345,064 | 49,937 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $362,542 | 49,937 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $352,055 | 49,937 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $340,570 | 49,937 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $317,099 | 49,937 | Shares | Sole | 2025-02-13 | |
| 2024-06-30 | $318,098 | 49,937 | Shares | Sole | 2025-02-13 | |
| 2024-03-31 | $296,126 | 49,937 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||