APW
OXLC

Aventura Private Wealth’s Oxford Lane Capital OXLC Stock Holding History

Aventura Private Wealth’s Portfolio OXLC Stock Details OXLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,600
Closed -$27.1K – 892
2025
Q3 		$27.1K Hold
1,600
– – 0.01% 366
2025
Q2 		$33.6K Buy
1,600
+200
+14% +$4.49K 0.01% 317
2025
Q1 		$33K Buy
1,400
+400
+40% +$9.95K 0.02% 306
2024
Q4 		$25.4K Buy
+1,000
New +$26.2K 0.01% 325

Other funds holding OXLC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83.4M AUM 16.76% 1-Year Est. Return
EPCM
Eagle Point Credit Management Greenwich, Connecticut $66.2M AUM
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Aventura Private Wealth's OXLC Position: Q4 2025 in Review

Aventura Private Wealth sold out of Oxford Lane Capital (OXLC) in Q4 2025, closing a stake of 1,600 shares — an estimated $27.1K sold.

Aventura Private Wealth first reported a position in OXLC in Q4 2024 and held it in 4 quarters. The position peaked at $33.6K in Q2 2025. 112 funds tracked by Wall St. Rank hold OXLC as of Q4 2025.

  • Aventura Private Wealth reported no remaining Oxford Lane Capital position as of Q4 2025 after selling out during the quarter.
  • Aventura Private Wealth sold 1,600 Oxford Lane Capital shares in Q4 2025, an estimated $27.1K.
  • Aventura Private Wealth first reported a position in Oxford Lane Capital in Q4 2024 and held it in 4 quarters.
  • Aventura Private Wealth's Oxford Lane Capital position peaked at $33.6K in Q2 2025.
  • 112 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q4 2025.

Based on Aventura Private Wealth's 13F filing for Q4 2025, filed 7 Jan 2026.