IAA
OXLC

Independent Advisor Alliance’s Oxford Lane Capital OXLC Stock Holding History

Independent Advisor Alliance’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
Q1 		– Sell
-2,771
Closed -$70.2K – 1189
2024
Q4 		$70.2K Buy
+2,771
New +$72.6K ﹤0.01% 1326
2020
Q1 		– Sell
-4,428
Closed -$181K – 715
2019
Q4 		$181K Buy
+4,428
New +$197K 0.01% 832

Other funds holding OXLC

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $5.92B AUM 23.78% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DFG
Delphi Financial Group Wilmington, Delaware $222M AUM 11.28% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Independent Advisor Alliance's OXLC Position: Q1 2025 in Review

Independent Advisor Alliance sold out of Oxford Lane Capital (OXLC) in Q1 2025, closing a stake of 2,771 shares — an estimated $70.2K sold.

Independent Advisor Alliance first reported a position in OXLC in Q4 2019 and held it in 2 quarters. The position peaked at $181K in Q4 2019. 139 funds tracked by Wall St. Rank hold OXLC as of Q1 2025.

  • Independent Advisor Alliance reported no remaining Oxford Lane Capital position as of Q1 2025 after selling out during the quarter.
  • Independent Advisor Alliance sold 2,771 Oxford Lane Capital shares in Q1 2025, an estimated $70.2K.
  • Independent Advisor Alliance first reported a position in Oxford Lane Capital in Q4 2019 and held it in 2 quarters.
  • Independent Advisor Alliance's Oxford Lane Capital position peaked at $181K in Q4 2019.
  • 139 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q1 2025.

Based on Independent Advisor Alliance's 13F filing for Q1 2025, filed 12 May 2025.