Clearstead Advisors’s Oxford Lane Capital OXLC Stock Holding History

Clearstead Advisors’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
2026 Q3	$10.7K	Buy	+1,182	New	+$10.9K	﹤0.01%	1947

Other funds holding OXLC

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Eagle Point Credit Management Greenwich, Connecticut $56.4M AUM 18.94% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Founders Financial Alliance Raleigh, North Carolina $723M AUM 19.75% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Arlington Capital Management Arlington Heights, Illinois $174M AUM 14.76% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

ASG

Advisory Solutions Group Plymouth, Minnesota $472M AUM

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Clearstead Advisors's OXLC Position: Q3 2026 in Review

Clearstead Advisors opened a new position in Oxford Lane Capital (OXLC) in Q3 2026: 1,182 shares worth $10.7K. The stake represents ﹤0.01% of the portfolio and ranks #1947 among its holdings.

56 funds tracked by Wall St. Rank hold OXLC as of Q3 2026.

Clearstead Advisors held 1,182 shares of Oxford Lane Capital worth $10.7K as of Q3 2026.
Oxford Lane Capital was a new Clearstead Advisors position in Q3 2026.
Oxford Lane Capital made up ﹤0.01% of Clearstead Advisors's portfolio in Q3 2026, its #1947 holding.
56 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q3 2026.

Based on Clearstead Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.