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POM Investment Strategies’s Oxford Square Capital OXSQ Stock Holding History

POM Investment Strategies’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
2025
Q1 		– Sell
-821
Closed -$2K – 319
2024
Q4 		$2K Buy
+821
New +$2.26K ﹤0.01% 275

Other funds holding OXSQ

Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VIA
Virtus Investment Advisers Hartford, Connecticut $363M AUM 34.89% 1-Year Est. Return
MSAM
Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FFA
Founders Financial Alliance Raleigh, North Carolina $555M AUM 22.31% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

POM Investment Strategies's OXSQ Position: Q1 2025 in Review

POM Investment Strategies sold out of Oxford Square Capital (OXSQ) in Q1 2025, closing a stake of 821 shares — an estimated $2K sold.

POM Investment Strategies first reported a position in OXSQ in Q4 2024 and held it in 1 quarter. The position peaked at $2K in Q4 2024. 52 funds tracked by Wall St. Rank hold OXSQ as of Q1 2025.

  • POM Investment Strategies reported no remaining Oxford Square Capital position as of Q1 2025 after selling out during the quarter.
  • POM Investment Strategies sold 821 Oxford Square Capital shares in Q1 2025, an estimated $2K.
  • POM Investment Strategies first reported a position in Oxford Square Capital in Q4 2024 and held it in 1 quarter.
  • POM Investment Strategies's Oxford Square Capital position peaked at $2K in Q4 2024.
  • 52 funds tracked by Wall St. Rank held Oxford Square Capital as of Q1 2025.

Based on POM Investment Strategies's 13F filing for Q1 2025, filed 30 Apr 2025.