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 Q2	$30K	Hold	22,748	–	–	﹤0.01%	4820
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 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

Cetera Investment Advisers's OXSQ Position: Q2 2026 in Review

Cetera Investment Advisers held its Oxford Square Capital (OXSQ) position steady in Q2 2026 at 22,748 shares worth $30K. The position accounts for ﹤0.01% of the portfolio, ranked #4820.

Cetera Investment Advisers first reported a position in OXSQ in Q1 2024 and has held it in 10 quarters since. The position peaked at $111K in Q1 2024. 47 funds tracked by Wall St. Rank hold OXSQ as of Q2 2026.

Cetera Investment Advisers held 22,748 shares of Oxford Square Capital worth $30K as of Q2 2026.
Cetera Investment Advisers left its Oxford Square Capital share count unchanged in Q2 2026.
Oxford Square Capital made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #4820 holding.
Cetera Investment Advisers first reported a position in Oxford Square Capital in Q1 2024 and has held it in 10 quarters since.
Cetera Investment Advisers's Oxford Square Capital position peaked at $111K in Q1 2024.
47 funds tracked by Wall St. Rank held Oxford Square Capital as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.