Prospera Financial Services’s OFS Credit Co OCCI Stock Holding History

Prospera Financial Services’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	$32.6K	Buy	12,722 +109	+0.9%	+$336	﹤0.01%	1461
2026 Q1	$36.5K	Buy	12,613 +1,913	+18%	+$7.29K	﹤0.01%	1410
2025 Q4	$51.8K	Sell	10,700 -1,000	-9%	-$4.9K	﹤0.01%	1342
2025 Q3	$63.3K	Sell	11,700 -100	-0.8%	-$590	﹤0.01%	1340
2025 Q2	$73.5K	Buy	+11,800	New	+$74.9K	﹤0.01%	1290

Other funds holding OCCI

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

ASGL

Advisory Solutions Group, LLC Plymouth, Minnesota $295M AUM

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

HWP

Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

Prospera Financial Services's OCCI Position: Q2 2026 in Review

Prospera Financial Services increased its OFS Credit Co (OCCI) stake by 0.86% in Q2 2026, buying an estimated $336 and bringing the position to 12,722 shares worth $32.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1461.

Prospera Financial Services first reported a position in OCCI in Q2 2025 and has held it in 5 quarters since. The position peaked at $73.5K in Q2 2025. 6 funds tracked by Wall St. Rank hold OCCI as of Q2 2026.

Prospera Financial Services held 12,722 shares of OFS Credit Co worth $32.6K as of Q2 2026.
Prospera Financial Services bought 109 OFS Credit Co shares in Q2 2026, an estimated $336.
OFS Credit Co made up ﹤0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1461 holding.
Prospera Financial Services first reported a position in OFS Credit Co in Q2 2025 and has held it in 5 quarters since.
Prospera Financial Services's OFS Credit Co position peaked at $73.5K in Q2 2025.
6 funds tracked by Wall St. Rank held OFS Credit Co as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.