Acorn Wealth Advisors’s Oxford Square Capital OXSQ Stock Holding History

Acorn Wealth Advisors’s Portfolio OXSQ Stock Details OXSQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$16.5K	Buy	12,492 +45	+0.4%	+$72	﹤0.01%	301
2026 Q1	$22K	Buy	12,447 +390	+3%	+$706	0.01%	262
2025 Q4	$21.2K	Buy	+12,057	New	+$21.9K	0.01%	268

Other funds holding OXSQ

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VIA

Virtus Investment Advisers Hartford, Connecticut $429M AUM 52.52% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

BLFG

Brian Low Financial Group Baton Rouge, Louisiana $171M AUM 23.95% 1-Year Est. Return

SWP

Strategic Wealth Partners Independence, Ohio $1.62B AUM 21.77% 1-Year Est. Return

SBCM

Silverberg Bernstein Capital Management Armonk, New York $261M AUM 89.93% 1-Year Est. Return

Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Acorn Wealth Advisors's OXSQ Position: Q2 2026 in Review

Acorn Wealth Advisors increased its Oxford Square Capital (OXSQ) stake by 0.36% in Q2 2026, buying an estimated $72 and bringing the position to 12,492 shares worth $16.5K. The position accounts for ﹤0.01% of the portfolio, ranked #301.

Acorn Wealth Advisors first reported a position in OXSQ in Q4 2025 and has held it in 3 quarters since. The position peaked at $22K in Q1 2026. 47 funds tracked by Wall St. Rank hold OXSQ as of Q2 2026.

Acorn Wealth Advisors held 12,492 shares of Oxford Square Capital worth $16.5K as of Q2 2026.
Acorn Wealth Advisors bought 45 Oxford Square Capital shares in Q2 2026, an estimated $72.
Oxford Square Capital made up ﹤0.01% of Acorn Wealth Advisors's portfolio in Q2 2026, its #301 holding.
Acorn Wealth Advisors first reported a position in Oxford Square Capital in Q4 2025 and has held it in 3 quarters since.
Acorn Wealth Advisors's Oxford Square Capital position peaked at $22K in Q1 2026.
47 funds tracked by Wall St. Rank held Oxford Square Capital as of Q2 2026.

Based on Acorn Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.