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

Arkadios 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 		$29.1K Buy
22,036
+819
+4% +$1.31K ﹤0.01% 1729
2026
Q1 		$37.6K Buy
21,217
+624
+3% +$1.13K ﹤0.01% 1661
2025
Q4 		$36.2K Buy
20,593
+593
+3% +$1.08K ﹤0.01% 1533
2025
Q3 		$31.8K Buy
+20,000
New +$44K ﹤0.01% 1450

Other funds holding OXSQ

Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
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
HF
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
Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Arkadios Wealth Advisors increased its Oxford Square Capital (OXSQ) stake by 3.9% in Q2 2026, buying an estimated $1.31K and bringing the position to 22,036 shares worth $29.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1729.

Arkadios Wealth Advisors first reported a position in OXSQ in Q3 2025 and has held it in 4 quarters since. The position peaked at $37.6K in Q1 2026. 46 funds tracked by Wall St. Rank hold OXSQ as of Q2 2026.

  • Arkadios Wealth Advisors held 22,036 shares of Oxford Square Capital worth $29.1K as of Q2 2026.
  • Arkadios Wealth Advisors bought 819 Oxford Square Capital shares in Q2 2026, an estimated $1.31K.
  • Oxford Square Capital made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1729 holding.
  • Arkadios Wealth Advisors first reported a position in Oxford Square Capital in Q3 2025 and has held it in 4 quarters since.
  • Arkadios Wealth Advisors's Oxford Square Capital position peaked at $37.6K in Q1 2026.
  • 46 funds tracked by Wall St. Rank held Oxford Square Capital as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.