U.S. Capital Wealth Advisors’s OFS Capital OFS Stock Holding History

U.S. Capital Wealth Advisors’s Portfolio OFS Stock Details OFS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-1,332	Closed	-$13.5K	–	1228
2022 Q4	$13.5K	Buy	+1,332	New	+$13K	﹤0.01%	1203

Other funds holding OFS

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

U.S. Capital Wealth Advisors's OFS Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of OFS Capital (OFS) in Q1 2023, closing a stake of 1,332 shares — an estimated $13.5K sold.

U.S. Capital Wealth Advisors first reported a position in OFS in Q4 2022 and held it in 1 quarter. The position peaked at $13.5K in Q4 2022. 36 funds tracked by Wall St. Rank hold OFS as of Q1 2023.

U.S. Capital Wealth Advisors reported no remaining OFS Capital position as of Q1 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 1,332 OFS Capital shares in Q1 2023, an estimated $13.5K.
U.S. Capital Wealth Advisors first reported a position in OFS Capital in Q4 2022 and held it in 1 quarter.
U.S. Capital Wealth Advisors's OFS Capital position peaked at $13.5K in Q4 2022.
36 funds tracked by Wall St. Rank held OFS Capital as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.