GWSG
OXLC icon

GPS Wealth Strategies Group’s Oxford Lane Capital OXLC Stock Holding History

GPS Wealth Strategies Group’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
-2,288
Closed -$38.7K – 1259
2025
Q3 		$38.7K Hold
2,288
– – ﹤0.01% 736
2025
Q2 		$48.1K Hold
2,288
– – 0.01% 647
2025
Q1 		$54K Buy
2,288
+640
+39% +$15.9K 0.01% 590
2024
Q4 		$41.8K Hold
1,648
– – 0.01% 611
2024
Q3 		$43.2K Hold
1,648
– – 0.01% 613
2024
Q2 		$44.7K Hold
1,648
– – 0.01% 563
2024
Q1 		$41.9K Hold
1,648
– – 0.01% 549
2023
Q4 		$40.7K Hold
1,648
– – 0.01% 537
2023
Q3 		$41.1K Buy
1,648
+600
+57% +$15.4K 0.01% 525
2023
Q2 		$25.4K Buy
1,048
+288
+38% +$7.36K ﹤0.01% 648
2023
Q1 		$19.9K Buy
+760
New +$21.2K ﹤0.01% 685

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
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 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 $342M AUM 30.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

GPS Wealth Strategies Group's OXLC Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of Oxford Lane Capital (OXLC) in Q4 2025, closing a stake of 2,288 shares — an estimated $38.7K sold.

GPS Wealth Strategies Group first reported a position in OXLC in Q1 2023 and held it in 11 quarters. The position peaked at $54K in Q1 2025. 112 funds tracked by Wall St. Rank hold OXLC as of Q4 2025.

  • GPS Wealth Strategies Group reported no remaining Oxford Lane Capital position as of Q4 2025 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 2,288 Oxford Lane Capital shares in Q4 2025, an estimated $38.7K.
  • GPS Wealth Strategies Group first reported a position in Oxford Lane Capital in Q1 2023 and held it in 11 quarters.
  • GPS Wealth Strategies Group's Oxford Lane Capital position peaked at $54K in Q1 2025.
  • 112 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.