GWSG
OXLC

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 – 1260
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 $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83M AUM 14.05% 1-Year Est. Return
EPCM
Eagle Point Credit Management Greenwich, Connecticut $76.5M AUM
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $5.92B AUM 23.78% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $288M AUM 38.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return