LifeSteps Financial’s Oxford Square Capital OXSQ Stock Holding History

LifeSteps Financial’s Portfolio OXSQ Stock Details OXSQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$13.2K	Hold	10,000	–	–	0.01%	366
2026 Q1	$17.7K	Hold	10,000	–	–	0.01%	97
2025 Q4	$17.6K	Hold	10,000	–	–	0.01%	90
2025 Q3	$15.9K	Hold	10,000	–	–	0.01%	89
2025 Q2	$22.3K	Hold	10,000	–	–	0.02%	86
2025 Q1	$26.1K	Hold	10,000	–	–	0.02%	82
2024 Q4	$24.4K	Hold	10,000	–	–	0.02%	82
2024 Q3	$28.3K	Hold	10,000	–	–	0.02%	84
2024 Q2	$29.4K	Buy	+10,000	New	+$31.2K	0.02%	80

Other funds holding OXSQ

BLFG

Brian Low Financial Group Baton Rouge, Louisiana $171M AUM 23.95% 1-Year Est. Return

SBCM

Silverberg Bernstein Capital Management Armonk, New York $261M AUM 89.93% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

BostonPremier Wealth Hanover, Massachusetts $235M AUM 31.01% 1-Year Est. Return

AWA

Acorn Wealth Advisors Grand Blanc, Michigan $410M AUM 21.57% 1-Year Est. Return

KIG

Kennedy Investment Group West Depford, New Jersey $295M AUM 31.26% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

NWMG

National Wealth Management Group Cincinnati, Ohio $323M AUM 39.23% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

LifeSteps Financial's OXSQ Position: Q2 2026 in Review

LifeSteps Financial held its Oxford Square Capital (OXSQ) position steady in Q2 2026 at 10,000 shares worth $13.2K. The position accounts for 0.01% of the portfolio, ranked #366.

LifeSteps Financial first reported a position in OXSQ in Q2 2024 and has held it in 9 quarters since. The position peaked at $29.4K in Q2 2024. 13 funds tracked by Wall St. Rank hold OXSQ as of Q2 2026.

LifeSteps Financial held 10,000 shares of Oxford Square Capital worth $13.2K as of Q2 2026.
LifeSteps Financial left its Oxford Square Capital share count unchanged in Q2 2026.
Oxford Square Capital made up 0.01% of LifeSteps Financial's portfolio in Q2 2026, its #366 holding.
LifeSteps Financial first reported a position in Oxford Square Capital in Q2 2024 and has held it in 9 quarters since.
LifeSteps Financial's Oxford Square Capital position peaked at $29.4K in Q2 2024.
13 funds tracked by Wall St. Rank held Oxford Square Capital as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.