National Wealth Management Group’s Oxford Square Capital OXSQ Stock Holding History

National Wealth Management Group’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	$15.3K	Buy	11,584 +785	+7%	+$1.26K	﹤0.01%	226
2026 Q1	$19.1K	Buy	10,799 +597	+6%	+$1.08K	0.01%	215
2025 Q4	$18K	Buy	10,202 +202	+2%	+$368	0.01%	244
2025 Q3	$15.9K	Hold	10,000	–	–	0.01%	227
2025 Q2	$22.3K	Hold	10,000	–	–	0.01%	158
2025 Q1	$26.1K	Hold	10,000	–	–	0.02%	145
2024 Q4	$24.4K	Hold	10,000	–	–	0.02%	146
2024 Q3	$28.3K	Buy	+10,000	New	+$29.5K	0.02%	140

Other funds holding OXSQ

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

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

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return