BostonPremier Wealth’s Oxford Square Capital OXSQ Stock Holding History

BostonPremier Wealth’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 Q3	$32.4K	Sell	25,346 -680	-3%	-$953	0.01%	85
2026 Q2	$34.4K	Hold	26,026	–	–	0.01%	78
2026 Q1	$46.1K	Sell	26,026 -9,200	-26%	-$16.6K	0.02%	70
2025 Q4	$62K	Hold	35,226	–	–	0.03%	69
2025 Q3	$56K	Sell	35,226 -26,300	-43%	-$57.8K	0.03%	73
2025 Q2	$137K	Hold	61,526	–	–	0.08%	63
2025 Q1	$161K	Sell	61,526 -4,200	-6%	-$11.3K	0.1%	58
2024 Q4	$160K	Buy	+65,726	New	+$181K	0.1%	59

Other funds holding OXSQ

SBCM

Silverberg Bernstein Capital Management Armonk, New York $211M AUM 58.81% 1-Year Est. Return

Acorn Wealth Advisors Grand Blanc, Michigan $407M AUM 14.44% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

First Affirmative Financial Network Colorado Springs, Colorado $456M AUM

LifeSteps Financial Claremont, California $210M AUM 19.56% 1-Year Est. Return

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

CFSG

Community Financial Services Group Newport, Vermont $655M AUM 21.88% 1-Year Est. Return

BostonPremier Wealth's OXSQ Position: Q3 2026 in Review

BostonPremier Wealth reduced its Oxford Square Capital (OXSQ) stake by 2.6% in Q3 2026, selling an estimated $953 and leaving 25,346 shares worth $32.4K. The position accounts for 0.01% of the portfolio, ranked #85.

BostonPremier Wealth first reported a position in OXSQ in Q4 2024 and has held it in 8 quarters since. The position peaked at $161K in Q1 2025. 9 funds tracked by Wall St. Rank hold OXSQ as of Q3 2026.

BostonPremier Wealth held 25,346 shares of Oxford Square Capital worth $32.4K as of Q3 2026.
BostonPremier Wealth sold 680 Oxford Square Capital shares in Q3 2026, an estimated $953.
Oxford Square Capital made up 0.01% of BostonPremier Wealth's portfolio in Q3 2026, its #85 holding.
BostonPremier Wealth first reported a position in Oxford Square Capital in Q4 2024 and has held it in 8 quarters since.
BostonPremier Wealth's Oxford Square Capital position peaked at $161K in Q1 2025.
9 funds tracked by Wall St. Rank held Oxford Square Capital as of Q3 2026.

Based on BostonPremier Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.