Sigma Planning Corp’s Oxford Square Capital OXSQ Stock Holding History

Sigma Planning Corp’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	$28.9K	Buy	21,879 +569	+3%	+$911	﹤0.01%	1400
2026 Q1	$37.7K	Buy	21,310 +299	+1%	+$541	﹤0.01%	1301
2025 Q4	$37K	Hold	21,011	–	–	﹤0.01%	1285
2025 Q3	$33.4K	Buy	21,011 +227	+1%	+$499	﹤0.01%	1284
2025 Q2	$46.3K	Buy	20,784 +312	+2%	+$748	﹤0.01%	1231
2025 Q1	$53.4K	Buy	20,472 +265	+1%	+$713	﹤0.01%	1182
2024 Q4	$49.3K	Hold	20,207	–	–	﹤0.01%	1148
2024 Q3	$57.2K	Hold	20,207	–	–	﹤0.01%	1187
2024 Q2	$59.4K	Buy	20,207 +6,682	+49%	+$20.9K	﹤0.01%	1154
2024 Q1	$42.9K	Hold	13,525	–	–	﹤0.01%	1200
2023 Q4	$38.7K	Sell	13,525 -407	-3%	-$1.19K	﹤0.01%	831
2023 Q3	$41.9K	Sell	13,932 -997	-7%	-$3.01K	﹤0.01%	1163
2023 Q2	$39.6K	Sell	14,929 -4,768	-24%	-$14K	﹤0.01%	1177
2023 Q1	$62.2K	Buy	19,697 +77	+0.4%	+$262	﹤0.01%	1258
2022 Q4	$61.2K	Buy	19,620 +585	+3%	+$1.78K	﹤0.01%	1222
2022 Q3	$57K	Buy	19,035 +56	+0.3%	+$206	﹤0.01%	1213
2022 Q2	$69K	Buy	18,979 +1,059	+6%	+$4.21K	﹤0.01%	1233
2022 Q1	$75K	Sell	17,920 -5,109	-22%	-$21K	﹤0.01%	1319
2021 Q4	$94K	Sell	23,029 -1,016	-4%	-$4.23K	﹤0.01%	1330
2021 Q3	$97K	Buy	24,045 +1,047	+5%	+$4.76K	﹤0.01%	1320
2021 Q2	$113K	Sell	22,998 -1,978	-8%	-$9.79K	﹤0.01%	1353
2021 Q1	$116K	Buy	+24,976	New	+$97.1K	﹤0.01%	1272
2017 Q4	–	Sell	-10,200	Closed	-$70K	–	885
2017 Q3	$70K	Sell	10,200 -500	-5%	-$3.35K	0.01%	831
2017 Q2	$68K	Buy	+10,700	New	+$76.6K	0.01%	770
2017 Q1	–	Sell	-11,200	Closed	-$74K	–	801
2016 Q4	$74K	Hold	11,200	–	–	0.01%	710
2016 Q3	$65K	Buy	+11,200	New	+$65.7K	0.01%	725

Other funds holding OXSQ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

FFA

Founders Financial Alliance Raleigh, North Carolina $754M AUM 27.39% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 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

LWP

LeClair Wealth Partners Dublin, Ohio $193M AUM 25.63% 1-Year Est. Return

AWA

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

Sigma Planning Corp's OXSQ Position: Q2 2026 in Review

Sigma Planning Corp increased its Oxford Square Capital (OXSQ) stake by 2.7% in Q2 2026, buying an estimated $911 and bringing the position to 21,879 shares worth $28.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1400.

Sigma Planning Corp first reported a position in OXSQ in Q3 2016 and has held it in 26 quarters since. The position peaked at $116K in Q1 2021. 20 funds tracked by Wall St. Rank hold OXSQ as of Q2 2026.

Sigma Planning Corp held 21,879 shares of Oxford Square Capital worth $28.9K as of Q2 2026.
Sigma Planning Corp bought 569 Oxford Square Capital shares in Q2 2026, an estimated $911.
Oxford Square Capital made up ﹤0.01% of Sigma Planning Corp's portfolio in Q2 2026, its #1400 holding.
Sigma Planning Corp first reported a position in Oxford Square Capital in Q3 2016 and has held it in 26 quarters since.
Sigma Planning Corp's Oxford Square Capital position peaked at $116K in Q1 2021.
20 funds tracked by Wall St. Rank held Oxford Square Capital as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.