Advisory Solutions Group, LLC’s OFS Credit Co OCCI Stock Holding History

Advisory Solutions Group, LLC’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	$49K	Buy	+19,132	New	+$59K	0.02%	204

Other funds holding OCCI

KAS

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

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

PAG

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

HWP

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

Advisory Solutions Group, LLC's OCCI Position: Q2 2026 in Review

Advisory Solutions Group, LLC opened a new position in OFS Credit Co (OCCI) in Q2 2026: 19,132 shares worth $49K. The stake represents 0.02% of the portfolio and ranks #204 among its holdings.

6 funds tracked by Wall St. Rank hold OCCI as of Q2 2026.

Advisory Solutions Group, LLC held 19,132 shares of OFS Credit Co worth $49K as of Q2 2026.
OFS Credit Co was a new Advisory Solutions Group, LLC position in Q2 2026.
OFS Credit Co made up 0.02% of Advisory Solutions Group, LLC's portfolio in Q2 2026, its #204 holding.
6 funds tracked by Wall St. Rank held OFS Credit Co as of Q2 2026.

Based on Advisory Solutions Group, LLC's 13F filing for Q2 2026, filed 29 Jul 2026.