IFP Advisors’s Oxford Lane Capital OXLC Stock Holding History

IFP 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	$3.6K	Hold	400	–	–	﹤0.01%	3969
2026 Q2	$3.5K	Hold	400	–	–	﹤0.01%	3988
2026 Q1	$3.91K	Hold	400	–	–	﹤0.01%	3664
2025 Q4	$5.86K	Buy	+400	New	+$5.98K	﹤0.01%	3336
2023 Q4	–	Sell	-188	Closed	-$4.69K	–	3247
2023 Q3	$4.69K	Buy	+188	New	+$4.84K	﹤0.01%	2526
2019 Q1	–	Sell	-40	Closed	-$2K	–	3105
2018 Q4	$2K	Sell	40 -4,657	-99%	-$236K	﹤0.01%	3182
2018 Q3	$249K	Buy	4,697 +525	+13%	+$28.7K	0.01%	963
2018 Q2	$217K	Buy	4,172 +770	+23%	+$41.2K	0.01%	1024
2018 Q1	$171K	Hold	3,402	–	–	0.01%	1061
2017 Q4	$171K	Sell	3,402 -160	-4%	-$8.25K	0.01%	1067
2017 Q3	$182K	Buy	3,562 +20	+0.6%	+$1.05K	0.01%	1196
2017 Q2	$176K	Sell	3,542 -19	-0.5%	-$1.02K	0.01%	1203
2017 Q1	$198K	Sell	3,561 -117	-3%	-$6.47K	0.01%	1117
2016 Q4	$193K	Buy	3,678 +2,190	+147%	+$118K	0.01%	1073
2016 Q3	$78K	Buy	1,488 +944	+174%	+$47.8K	﹤0.01%	1527
2016 Q2	$23K	Buy	+544	New	+$24.2K	﹤0.01%	2263
2016 Q1	–	Sell	-1,378	Closed	-$69K	–	3093
2015 Q4	$69K	Buy	+1,378	New	+$75.8K	﹤0.01%	1404

Other funds holding OXLC

ASG

Advisory Solutions Group Plymouth, Minnesota $472M AUM

CAP

Cordoba Advisory Partners New York $813M AUM 3.89% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

AHL

Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return

Attessa Capital Tucson, Arizona $233M AUM 12.95% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return

PGWM

Parisi Gray Wealth Management Mendham, New Jersey $504M AUM 26.36% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

IFP Advisors's OXLC Position: Q3 2026 in Review

IFP Advisors held its Oxford Lane Capital (OXLC) position steady in Q3 2026 at 400 shares worth $3.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3969.

IFP Advisors first reported a position in OXLC in Q4 2015 and has held it in 17 quarters since. The position peaked at $249K in Q3 2018. 14 funds tracked by Wall St. Rank hold OXLC as of Q3 2026.

IFP Advisors held 400 shares of Oxford Lane Capital worth $3.6K as of Q3 2026.
IFP Advisors left its Oxford Lane Capital share count unchanged in Q3 2026.
Oxford Lane Capital made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #3969 holding.
IFP Advisors first reported a position in Oxford Lane Capital in Q4 2015 and has held it in 17 quarters since.
IFP Advisors's Oxford Lane Capital position peaked at $249K in Q3 2018.
14 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.