AWM
OCCI

Accredited Wealth Management’s OFS Credit Co OCCI Stock Holding History

Accredited Wealth Management’s Portfolio OCCI Stock Details OCCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$5.41K Sell
88
-912
-91% -$5.38K ﹤0.01% 314
2025
Q2 		$6.23K Hold
1,000
– – 0.01% 301
2025
Q1 		$6.12K Buy
+1,000
New +$7K 0.01% 284

Other funds holding OCCI

VIA
Virtus Investment Advisers Hartford, Connecticut $363M AUM 34.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Accredited Wealth Management's OCCI Position: Q3 2025 in Review

Accredited Wealth Management reduced its OFS Credit Co (OCCI) stake by 91% in Q3 2025, selling an estimated $5.38K and leaving 88 shares worth $5.41K. The position accounts for ﹤0.01% of the portfolio, ranked #314.

Accredited Wealth Management first reported a position in OCCI in Q1 2025 and has held it in 3 quarters since. The position peaked at $6.23K in Q2 2025. 26 funds tracked by Wall St. Rank hold OCCI as of Q3 2025.

  • Accredited Wealth Management held 88 shares of OFS Credit Co worth $5.41K as of Q3 2025.
  • Accredited Wealth Management sold 912 OFS Credit Co shares in Q3 2025, an estimated $5.38K.
  • OFS Credit Co made up ﹤0.01% of Accredited Wealth Management's portfolio in Q3 2025, its #314 holding.
  • Accredited Wealth Management first reported a position in OFS Credit Co in Q1 2025 and has held it in 3 quarters since.
  • Accredited Wealth Management's OFS Credit Co position peaked at $6.23K in Q2 2025.
  • 26 funds tracked by Wall St. Rank held OFS Credit Co as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.