IWP
OXLC

Innova Wealth Partners’s Oxford Lane Capital OXLC Stock Holding History

Innova Wealth Partners’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
2024
Q4 		– Sell
-32,708
Closed -$857K – 133
2024
Q3 		$857K Buy
+32,708
New +$883K 0.71% 36

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
RIA
Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return
TI
TrueMark Investments Chicago, Illinois $514M AUM 18.06% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Innova Wealth Partners's OXLC Position: Q4 2024 in Review

Innova Wealth Partners sold out of Oxford Lane Capital (OXLC) in Q4 2024, closing a stake of 32,708 shares — an estimated $857K sold.

Innova Wealth Partners first reported a position in OXLC in Q3 2024 and held it in 1 quarter. The position peaked at $857K in Q3 2024. 149 funds tracked by Wall St. Rank hold OXLC as of Q4 2024.

  • Innova Wealth Partners reported no remaining Oxford Lane Capital position as of Q4 2024 after selling out during the quarter.
  • Innova Wealth Partners sold 32,708 Oxford Lane Capital shares in Q4 2024, an estimated $857K.
  • Innova Wealth Partners first reported a position in Oxford Lane Capital in Q3 2024 and held it in 1 quarter.
  • Innova Wealth Partners's Oxford Lane Capital position peaked at $857K in Q3 2024.
  • 149 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q4 2024.

Based on Innova Wealth Partners's 13F filing for Q4 2024, filed 8 Jan 2025.