Maia Wealth’s Oxford Lane Capital OXLC Stock Holding History

Maia Wealth’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	-19,322	Closed	-$494K	–	331
2024 Q4	$494K	Buy	+19,322	New	+$506K	0.11%	168
2024 Q3	–	Sell	-3,372	Closed	-$95.1K	–	286
2024 Q2	$95.1K	Buy	+3,372	New	+$88.8K	0.03%	222

Other funds holding OXLC

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $5.92B AUM 23.78% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

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 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 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

Maia Wealth's OXLC Position: Q1 2025 in Review

Maia Wealth sold out of Oxford Lane Capital (OXLC) in Q1 2025, closing a stake of 19,322 shares — an estimated $494K sold.

Maia Wealth first reported a position in OXLC in Q2 2024 and held it in 2 quarters. The position peaked at $494K in Q4 2024. 139 funds tracked by Wall St. Rank hold OXLC as of Q1 2025.

Maia Wealth reported no remaining Oxford Lane Capital position as of Q1 2025 after selling out during the quarter.
Maia Wealth sold 19,322 Oxford Lane Capital shares in Q1 2025, an estimated $494K.
Maia Wealth first reported a position in Oxford Lane Capital in Q2 2024 and held it in 2 quarters.
Maia Wealth's Oxford Lane Capital position peaked at $494K in Q4 2024.
139 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q1 2025.

Based on Maia Wealth's 13F filing for Q1 2025, filed 12 May 2025.