SWIG
OCCI

Strategic Wealth Investment Group’s OFS Credit Co OCCI Stock Holding History

Strategic Wealth Investment Group’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 		– Sell
-55
Closed -$343 – 179
2025
Q2 		$343 Buy
+55
New +$349 ﹤0.01% 144

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 $31B AUM 28.39% 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

Strategic Wealth Investment Group's OCCI Position: Q3 2025 in Review

Strategic Wealth Investment Group sold out of OFS Credit Co (OCCI) in Q3 2025, closing a stake of 55 shares — an estimated $343 sold.

Strategic Wealth Investment Group first reported a position in OCCI in Q2 2025 and held it in 1 quarter. The position peaked at $343 in Q2 2025. 26 funds tracked by Wall St. Rank hold OCCI as of Q3 2025.

  • Strategic Wealth Investment Group reported no remaining OFS Credit Co position as of Q3 2025 after selling out during the quarter.
  • Strategic Wealth Investment Group sold 55 OFS Credit Co shares in Q3 2025, an estimated $343.
  • Strategic Wealth Investment Group first reported a position in OFS Credit Co in Q2 2025 and held it in 1 quarter.
  • Strategic Wealth Investment Group's OFS Credit Co position peaked at $343 in Q2 2025.
  • 26 funds tracked by Wall St. Rank held OFS Credit Co as of Q3 2025.

Based on Strategic Wealth Investment Group's 13F filing for Q3 2025, filed 14 Nov 2025.