Cetera Investment Advisers
OXSQ icon

Cetera Investment Advisers’s Oxford Square Capital OXSQ Stock Holding History

Cetera Investment Advisers’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
Q1 		$40.3K Sell
22,748
-1,294
-5% -$2.34K ﹤0.01% 4602
2025
Q4 		$42.3K Buy
24,042
+544
+2% +$990 ﹤0.01% 4524
2025
Q3 		$37.4K Buy
23,498
+601
+3% +$1.32K ﹤0.01% 4454
2025
Q2 		$51.1K Buy
22,897
+2,398
+12% +$5.75K ﹤0.01% 3971
2025
Q1 		$53.5K Buy
20,499
+3,400
+20% +$9.15K ﹤0.01% 3849
2024
Q4 		$41.7K Hold
17,099
– – ﹤0.01% 3666
2024
Q3 		$48.4K Buy
17,099
+801
+5% +$2.36K ﹤0.01% 3603
2024
Q2 		$47.9K Sell
16,298
-18,601
-53% -$58K ﹤0.01% 3598
2024
Q1 		$111K Buy
+34,899
New +$107K ﹤0.01% 3483

Other funds holding OXSQ

Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VIA
Virtus Investment Advisers Hartford, Connecticut $363M AUM 34.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $55.8B AUM 26.04% 1-Year Est. Return
FFA
Founders Financial Alliance Raleigh, North Carolina $555M AUM 22.31% 1-Year Est. Return