Cetera Investment Advisers
OCCI

Cetera Investment Advisers’s OFS Credit Co OCCI Stock Holding History

Cetera Investment Advisers’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
2026
Q2 		$50.4K Buy
+19,688
New +$60.7K ﹤0.01% 4769
2024
Q3 		– Sell
-11,214
Closed -$80.8K – 3862
2024
Q2 		$80.8K Buy
+11,214
New +$81.9K ﹤0.01% 3550

Other funds holding OCCI

VIA
Virtus Investment Advisers Hartford, Connecticut $429M AUM 52.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MWM
Meridian Wealth Management Lexington, Kentucky $3.25B AUM 41% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
ASG
Advisory Solutions Group Plymouth, Minnesota $295M AUM
TSS
Two Sigma Securities New York $1.16B AUM 36.23% 1-Year Est. Return

Cetera Investment Advisers's OCCI Position: Q2 2026 in Review

Cetera Investment Advisers opened a new position in OFS Credit Co (OCCI) in Q2 2026: 19,688 shares worth $50.4K. The stake represents ﹤0.01% of the portfolio and ranks #4769 among its holdings. This is a return to the name: Cetera Investment Advisers previously reported a position in OCCI as recently as Q2 2024.

Cetera Investment Advisers first reported a position in OCCI in Q2 2024 and has held it in 2 quarters since. The position peaked at $80.8K in Q2 2024. 34 funds tracked by Wall St. Rank hold OCCI as of Q2 2026.

  • Cetera Investment Advisers held 19,688 shares of OFS Credit Co worth $50.4K as of Q2 2026.
  • OFS Credit Co was a new Cetera Investment Advisers position in Q2 2026.
  • OFS Credit Co made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #4769 holding.
  • Cetera Investment Advisers first reported a position in OFS Credit Co in Q2 2024 and has held it in 2 quarters since.
  • Cetera Investment Advisers's OFS Credit Co position peaked at $80.8K in Q2 2024.
  • 34 funds tracked by Wall St. Rank held OFS Credit Co as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.